最近美股暴涨又暴跌,引发了不少人的担心。
古人有云,合久必分,分久必合。涨得多了,跌也很正常。但是最近美股波动性的增强,更多是跟美联储要不要加息有很大的关系。美联储开一席会议了,美联储主席鲍威尔呢,首次提到了9月份可能会降息,那这个表述呢,引爆了市场。
美联储一旦开始降息,他不太可能就降一次,大概率会进入到降息周期。
那么在降息周期里面,我们投资什么更加赚钱呢?
那针对这个问题,我找了一篇很好的研究报告。这篇研究报告呢,总结了过去50年每年处7次降息周期里面各类资产的表现,还找到了一些赚钱的规律。
那这个规律是什么呢?
我给你划个重点,这篇报告呢,把降息周期分为两类,第一类,是用来应对温和衰退的,比如说这次的降息周期,大概率,就属于这一类。在这类降息周期里,股票类资产的表现要好于黄金。
第二类降息周期呢,是用来应对金融危机,全球突发事件的。比如说2008年的金融危机,以及2020年的口罩爆发之后的这个降息周期呢,就属于这一类。在这类的降息周期里面,黄金的表现,会比股票类资产更好。
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