美银复盘1970s：大通胀时代下的资产轮动_老虎社区_美港股上老虎

美银复盘1970s：大通胀时代下的资产轮动

华尔街见闻2022-03-19

上周，美联储加息落地，美股却大幅反弹。对此，有“华尔街最悲观分析师”之称的美银策略师Michael Hartnett认为，这场反弹不过是熊市的“暂时停火”，“衰退冲击”即将开始。Hartnett解释道，历史性的逼空在很大程度上促成了市场的大范围融涨：这不过是一场“熊市停火反弹”（"bear market ceasefire rally" ），因为世界继续陷入滞胀的炼狱，真正的熊市要到衰退开始时才会...

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·2022-03-19
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