來源:固收彬法
【天風研究·固收】唐笑天
主要內容:
金融周期的意義與影響變量
當前處在去杠杆的什麽階段?
去杠杆與貨幣政策、金融監管的關係如何?
去杠杆下的利率走勢如何評估?
去杠杆下的金融數據與金融機構行為將如何變化?
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風險提示
全球經濟走勢超預期,美聯儲貨幣政策超預期
責任編輯:牛鵬飛
來源:固收彬法
【天風研究·固收】唐笑天
主要內容:
金融周期的意義與影響變量
當前處在去杠杆的什麽階段?
去杠杆與貨幣政策、金融監管的關係如何?
去杠杆下的利率走勢如何評估?
去杠杆下的金融數據與金融機構行為將如何變化?
風險提示
全球經濟走勢超預期,美聯儲貨幣政策超預期
責任編輯:牛鵬飛