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2024年股市大多頭，原預期降息產生利多的債券市場，卻績效平平。2025年川普一連串經濟措施導致全球局勢不穩，加上美國財務赤字風險浮現，債市布局成為今年一大考題。前澳盛銀行董事Shania(辣媽)認為，2025景氣可能不如前幾年強勢，非投等債與公債的利差預期會擴大，想針對股票市場做對沖避險，建議從美國10年期或20年期以上公債入手。 - 主持人｜靖璞、孝瑜 與談人｜前澳盛銀行董事 - 辣媽Shania - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn
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