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Mark Skousen警告利率上行或威胁牛市,建议关注收费型业务与大宗商品敞口

MarketBeat·· 3 天前

Why Rising Rates Could Break the Bull Market Before AI Spending Can Save It

AI 导读

据MarketBeat报道,经济学家、The Oxford Club宏观策略师Mark Skousen认为,利率上升是当前这轮已持续约四年的牛市面临的最大威胁。

原文摘录

The bull market has run for roughly four years, and the bill is starting to arrive in the bond market. Washington is running a deficit near $2 trillion at full employment, AI data center builders are…

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来源:MarketBeat · marketbeat.com