THINKING ALOUD
市场正在忽视警告示牌
如今的投资者实际上是在为一个战争、通胀和石油冲击均保持在可控范围内的世界进行定价。
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本文由AI辅助翻译
“趋势是你的朋友——直到它最终逆转”是市场上一句广为人知的谚语，警示人们警惕自满和依赖动能的危险。
有趣的是，这恰好符合当前的市场状况，因为尽管地缘政治和通胀风险日益加剧，但当今的交易显然是由流动性、动能和政策乐观情绪所驱动的。
例如，尽管伊朗冲突持续，且高油价持续可能重新点燃通胀，华尔街股市依然继续攀升至新高。
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