美元利息升高后的多米诺骨牌效应

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致敬凯恩斯、索罗斯、利佛摩尔

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Rising Yields Could Spark a Domino Effect Across Risk Assets
By Wes Goodman

(Bloomberg) — 

Ten-year Treasury rates rising into the 1%-2% range would stress traditional 60/40 stock/bond portfolios beyond what’s expected, according to Tom Lott, the co-founder of Signals Matter. In response to the Question of the Day, he argues:
Rising rates could spark a domino effect across risk assets (stocks), now trading at all-time highs thanks to Fed-inspired low interest rates.
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