去年美國聯準會一共降息了4碼，但美國2024年12月非農就業報告意外強勁，讓聯準會降息意願可能更加低落嗎？今天節目很榮幸邀請到國際投資專家 李其展 ，來跟大家分享川普的政策是不是可能刺激通膨加劇，讓FED結束降息周期呢？美債殖利率持續上升，你手上的美債是否沒機會逃離套房了呢？ 🎙 主持：玩股網執行長 楚狂人 🎤 來賓：國際投資專家 李其展 01:56 川普可能刺激通膨 今年FED可能不降息嗎？！ 04:59 今年首次FOMC會議 不降息機率高？！ 05:50 川普2.0正式啟動 美股恐將泡沫化崩盤？！ 11:10 美債殖利率持續上升 該拋售手中長債了嗎？ 15:23 配息補不上價差虧損 投資人如何調整債券？ 17:39 長債走勢不如預期 為何報酬好短債乏人問津？ 20:56 川普偏好弱勢美元 再上任美元即將走貶？！ 25:00 現在美元高不可攀 先換回台幣賺一波？！ 〖錄影時間為 2025/01/17，非影片上架日盤勢〗 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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