5month4日,美联储前任主席、财政部现任部长耶伦,讲话称:受大规模财政支出影响,未来某个时候可能需要提高利率水平以防经济过热。此话一出,美国三大stock market index应声大跌,其中,纳斯达克单日从13800Falling to the lowest point13391, decline2.9% 。加息一直是敏感话题,现任美联储主席鲍威尔一直试图淡化民众对加息的预期,所以他常说“在2022年之前提高利率不大可能”。但是,美联储只能控制基准利率,国债市场的利率对他们来说鞭长莫及。十年期美国国债收益率已经从疫情期间的0.5%上涨至目前的1.5%,这代表市场的主体还是认为美联储将会在不久的将来进入加息通道,资金正源源不断的从国债市场流出。
那么,如果全球央行进入加息通道,哪些大类资产会升值?
Disclaimer:
1The above analysis only represents the analyst's perspective. There are risks in the foreign exchange market and investment needs to be cautious.
2、ATFXWe will not be responsible for any profit or loss that may arise from the direct or indirect use or reliance on this information.