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滢哥
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尽管许多人认为美联储宽松周期将是股市下一波上涨的催化剂,但历史表明,在美联储宽松周期和投资级信用利差扩大同时发生的环境对股票最糟糕,也就是衰退环境。多头应该希望经济改善,导致信贷环境宽松,而不是因为经济疲软而由鸽派美联储主导的宽松。
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