GodofUS10Y

Long US10Y - 2021/11/26

Long
TVC:US10Y   US Government Bonds 10 YR Yield
市場對變種病毒Nu的擔憂屬實嗎?
如果真的擔憂變種病毒, 股市應該下跌嗎? 還是應該預期寬鬆持續而上漲?
如果擔憂是真, Fed的收緊持續也是真, 那麼核心的關注點仍然是就業與通膨未變.
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