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也正如他所讲的,美联储利率观测器显示,今天美国6月份降息的概率已经从60%跌至17%,可以说上半年降息基本没戏了。这跟我之前直播当中提到的观点是不谋而合的,甚至我认为下半年这个预期还会后退,直到彻底宣布不加息。那么目前上涨幅度过于大的一些资产品类将会开始回调。

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