现在的行情,其实放在一个更大的时代断层里看,才比较好理解。
一边是市场还活在马上降息、流动性回来了的旧叙事里。另一边,现实却是降息预期反复摇摆、国会拨款只过了一半、政府停摆的风险重新摆上桌面。
From X
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