野村董事总经理、美洲跨资产宏观策略师Charlie McElligott在最新报告中警告,近几周,市场对特朗普和美国共和党拿下国会两院的大选假设结果对冲过度,可能出现哈里斯支持率比预期高、大选陷入僵局的结果,届时各类资产都会有逆转的风险,比如美债将可能因轧空而上涨,而股市会在民主党成为国会两院多数党的情形下大跌。 首先,McElligott的报告指出,债市正处于持续的“严峻时刻”,因为在未来几天和...
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