随着德国政府宣布规模空前的财政扩张计划,并称将修改宪法、誓言“不惜一切代价”重振经济、加强国防,市场情绪受到提振,欧股应声大涨。然而,高盛固定收益和货币交易员Alberto Bacis警告称,这一欧洲财政扩张交易已经“结束了,过头了”,市场将面临诸多现实挑战。 当前,欧洲债券收益率迅速攀升,分析认为,这场由德国主导的财政扩张故事可能很快会迎来严峻考验。 市场情绪急转:“美国例外论”到“欧洲财政扩张...
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