2025年降波動,短債優於長債,長短債殖利率轉正的股債滙方向
Update: 2024-12-04
Description
當金曲歌后徐佳瑩發現在 Uber Eats 上(應該)都點得到,居然狂點一波!
雖然點不到白馬和失落沙洲,但香水、辣椒或其他吃的用的都點得到~
快上 Uber Eats 想要的都點點看
—— 以上為 KKBOX 與 Firstory Podcast 廣告 ——
#美債 #殖利率 #公司債
有時候方向明確,反而有利於市場反應。這集我們從降息、長短期美債殖利率翻正以及川普2.0所帶來的明確方向來解讀底層邏輯。
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