聚焦【资产配置专题】美元资产定价模式的变与不变。The one thing we can be confident of is that history is not over, and that wherever the most exciting new ideas of the next century come from, it will almost certainly be from someplace we don’t expect.资产定价围绕经济增长,在此之后美元资产定价模式围绕通胀水平。生产率差异的长期资产配置行为,很可能引发明显的资产价格泡沫。
聚焦【资产配置专题】美元资产定价模式的变与不变。The one thing we can be confident of is that history is not over, and that wherever the most exciting new ideas of the next century come from, it will almost certainly be from someplace we don’t expect.资产定价围绕经济增长,在此之后美元资产定价模式围绕通胀水平。生产率差异的长期资产配置行为,很可能引发明显的资产价格泡沫。
聚焦【资产配置专题】美元资产定价模式的变与不变。The one thing we can be confident of is that history is not over, and that wherever the most exciting new ideas of the next century come from, it will almost certainly be from someplace we don’t expect.资产定价围绕经济增长,在此之后美元资产定价模式围绕通胀水平。生产率差异的长期资产配置行为,很可能引发明显的资产价格泡沫。
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覆盖 2026 年,全文共 21 页。
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适合投资人等读者参考。
重点分析了美国经济、久期、关税、利率等议题。