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財訊 《Wealth Magazine》

聯準會升息3碼還沒完 愛榭克:別再偏心科技股 金融族群準備出頭天|美股筆記第二季 EP13

05 Nov 2022

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#愛榭克 #財訊 #美股筆記 本集錄影時間為2022.10.27。 聯準會在9月提高今、明兩年的通膨預期,市場陷入緊縮恐慌,但愛榭克卻認為,未來聯準會政策將出現「髮夾彎」式的轉變? 00:00 精彩片段 00:27 通膨降溫緩慢,愛榭克怎麼看? 02:43 通膨指標詳細拆解 04:30 住房通膨觸頂轉折 05:50 內需走強 就業未達高峰 07:37 平衡布局 多元配置 ★ 商業合作請洽 [email protected] 或撥專線 (02)2551-2561 轉 255。 主持|Frances 陳對 企劃|陳禹志、吳匡庭 攝影|吳尚哲 剪輯|吳匡庭 後製|吳匡庭 -- Hosting provided by SoundOn

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