滞胀高峰已过,策略师建议关注欧洲奢侈品股
The moment of peak stagflation has passed. Here’s how some strategists recommend to trade it.
The heavy, imported-energy dependency of Europe made underweight a consensus recommendation for the last three months. Hopes for a peace deal, though, may reverse that trend and Barclays highlight luxury stocks there as an opportunity.
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力