特朗普归来可能带来通胀,大宗商品是最好的对冲

巴伦周刊
18 Nov 2024

全文1461字,阅读约需5分钟,帮我划重点划重点01特朗普胜选引发市场对美国通胀卷土重来的担忧,大宗商品成为理想的通胀对冲工具。02景顺大宗商品策略师凯西·克里斯基表示,相比60/40股债组合,60/35/5股债大宗商品组合能为投资者带来更多保护。03由于高关税可能给其他国家的经济造成拖累,大宗商品市场已经消化了许多坏消息。04然而,铜作为“绿色金属”在电动汽车和可再生能源中的应用引发了很多兴趣,...

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