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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 | 3912 次浏览 | 分享到:



过去两周,我们看到市场心态发生了切实的转变,而且你可以说,德拉吉第一次谈到以某种方式退出宽松政策的必要性引发了这种转变,”高盛资产管理的欧洲、中东和非洲首席执行官Andrew Wilson在接受彭博电视采访时表示。


We’ve seen a real sentiment shift over the course of the last couple of weeks, and you can argue Mario Draghi started it maybe in first talking about the need to sort of remove accommodation,” said Andrew Wilson, chief executive officer for Goldman Sachs Asset Management International for EMEA, in an interview with Bloomberg Television.



根据彭博巴克莱全球综合总回报指数,债券投资者上周遭受6810亿美元损失,是唐纳德·特朗普大选胜出之后11月中旬以来的最大单周跌幅。大部分的跌幅是德拉吉态度变化、进而法国国债拍卖结果疲软引发德国国债暴跌所导致的。


Bond investors are sitting on losses amounting to $681 billion over the course of last week, the worst weekly slump since mid-November following Donald Trump’s surprise election win, according to the Bloomberg Barclays Global-Aggregate Total Return Index. The bulk of the drop came after bunds, made vulnerable by Draghi’s shifting stance, tumbled in the wake of a weak French auction.



事实上,一段时间以来,债券市场已经发出信号,表明欧洲已经走到确定市场基调的最前沿。今年5月份,德国收益率曲线趋陡并超越了美国国债收益率曲线,为2012年以来首次。