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MacroMicro 財經M平方

MacroMicro 財經M平方

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After Meeting EP. 98｜利空不空？9月魔咒前哨站

After Meeting EP. 98｜利空不空？9月魔咒前哨站

2023-09-03
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進入 Q3 尾聲，從資金面來看，美元、美債議題會不會再次引發流動性風險？ 而從基本面，製造業將會迎來二次去庫存嗎？對重點經濟體及產業會帶來什麼連鎖效應？ 本集我們邀請研究經理 Vivianna 上節目為大家一一解析。 **#精華內容搶先看 ** 📌 美元美債上漲非壞事！很重要說 3 次 📌 經濟數據導航，聯準會政策怎麼看？ 📌 美財政部大發債，從 ONRRP 看流動性 📌 中國製造業回溫，台灣製造業景氣終於轉藍黃燈 📌 中國房市事件影響油價？油市基本面觀察重點 📌 U 型復甦下，美股財報 Q2 回顧、Q3 展望 🌏 MM 全球經濟展望 | 大溫和時代終結 經濟復甦的挑戰與機會 https://pse.is/58tk4f ✨9/06 19:30 【MM 小聚】獨家揭秘：MM專屬懶人投資儀表板！#免費直播 https://pse.is/57v5lu ✍️創辦人撰文 | 三大股債利空衝擊有限，經濟復甦格局不變！ https://pse.is/59edjb ✍️一週一圖表 | 從政策利率水平分析升息循環是否已至尾聲 https://pse.is/595abf 【友站活動推廣】群益股神交易爭霸戰 https://pse.is/58e7m9 🎙 錄音時間：09/01 11:30 💻 研究經理：Vivianna -- Hosting provided by SoundOn
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