套息交易,卷土重来

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

我一直在讲的套息交易,成为了今天彭博讨论的一个重点。

 

Rumors of Carry Trade’s Death Are Vastly Exaggerated
By Srinivasan Sivabalan

(Bloomberg) — 

The carry trade is far from dead — in fact, strategists see it as a top investment call for 2021 and EM currencies will lead the way.
JPMorgan predicted the strategy’s death less than three weeks ago, which is understandable given central bank easing has narrowed the extra yield investors get by shorting the U.S. dollar and investing them in riskier currencies. Yet even that narrower premium is proving too compelling to pass up in this era of persistent
查看付费内容
0.0000 0 0 关注作者 收藏 2020-12-04   阅读量: 303

评论(0)


暂无数据

热门用户