每周报告阅读分享(2024-002)
Update: 2024-03-03
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- 美国地产需求热供给紧,“全款买房”比例升高
- BLS闹乌龙,通胀数据中的OER存在未公开的权重调整?
- 美元大周期终结时的宏观特征,单一维度缺乏解释力
- 中国的房价与财富效应,消费是否会受房价下跌的负面影响?
- 日本到底脱离通缩了吗?乐观派认为“这次不一样”
- 日本资金重新开始购买美债,中债与印度股票同样受青睐
- 一个分析师的“纯多头”思维是怎样的?多头就是不下头!
- 都说Mag 7贵了,那么从估值来看到底贵不贵?
- 股债相关性会因为第二轮通胀重新转正吗?
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