现有的大类资产逻辑分析体系,大多源自于“大滞胀时代”过去、80年代初“大缓和时代”来临之后的经验,而这一段时期对经济和大类资产来说,最重要的一个基本前提条件是消失的高通胀,其背后则是全球化加深的正外部性红利。从全球化下的经济体分工确立了不同的供给与需求方,到全球一体化下各个中央银行从通胀到经济增长目标的同频共振,各个经济体逐渐凭借其比较优势形成独特的分析体系,各个大类资产相互依托构建自身的分析思路,有差异却又相关联。而去全球化的浪潮渐甚,依靠全球化搭建的大类资产分析逻辑也必然相应调整,在这样的背景下,对未来可能形成的范式框架提出了新的思考。
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Vendeur : BooksRun, Philadelphia, PA, Etats-Unis
Paperback. Etat : Very Good. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. N° de réf. du vendeur 7121467739-8-18
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Vendeur : liu xing, Nanjing, JS, Chine
paperback. Etat : New. Paperback.Pub Date:2024-03 Pages:480 Language:Chinese Publisher:Electronic Industry Press The existing logic analysis system of major asset classes is mostly derived from the experience after the Great Stagflation Era and the advent of the Great Moderation Era in the early 1980s. During this period. the most important basic prerequisite for the economy and major asset classes was the disappearance of high inflation. behind which was the positive externality dividend of deepening globalization. N° de réf. du vendeur DQ040092
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