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“超级马里奥”主导全球市场基调
来源: | 作者:聚合财人 | 发布时间: 2017-07-14 | 3552 次浏览 | 分享到:




文章来源:Bloomberg Terminal、腾讯证券

作者:Garfield Clinton Reynolds



看!!!马里奥登场啦!



你们以为我说的是他??


错!是下面的马里奥!!




欧洲央行行长马里奥·德拉吉(Mario Draghi)已经成为全球中央银行家中最核心的人物。


Mario Draghi is back as the most central of the world’s central bankers.



最近的全球债券市场下跌或许有美联储6月加息的原因,但实际上在德拉吉表示欧洲通货再膨胀力量复苏之后跌势才开始加剧,因为这一表态导致投资者怀疑,他将很快缩减债券收购规模,并在某个时候提高基准利率。


The recent global bond slide might have been helped by the Federal Reserve’s June rate hike, but it only really got going after European Central Bank President Draghi said reflationary forces are alive in Europe, spurring speculation he will soon oversee a reduction in bond buying and, at some point, an increase in benchmark rates.



贝莱德表示,现在德拉吉的话比美联储主席珍妮特·耶伦更有份量。高盛资产管理公司则指出,德拉吉才是引发债券市场溃败的真正罪魁祸首。互换利率、收益率曲线、汇率表现和投机性仓位数据,也都说明欧洲央行在全球货币政策紧缩行动中的重要角色。


BlackRock Inc. says Draghi’s words are carrying more weight than Janet Yellen’s at the moment, while Goldman Sachs Asset Management fingered the ECB head as the man who really started the bond market’s retreat. And a look at swap rates and yield curves backs up the ECB’s heft in the global tightening move, as do exchange-rate performance and speculative positioning in currencies.