杰富瑞的Chris Wood认为美国债券进入结构性熊市。这对股票和黄金意味着什么
· economictimes.indiatimes.com
杰富瑞警告称，美国国债收益率持续承压可能为股市创造艰难环境，尤其对REITs等对债券敏感的资产。虽然收益率上升已拖累新加坡REITs，但该券商在该板块中看到选择性机会，并仍看好黄金和黄金矿业股，将其作为应对潜在美元贬值的对冲工具。
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