Tree Rings CapitalTreeRings Capital 每周市场观察 | 2023. 10. 9Macro: 等美债收益率和美元见顶后,风险资产才有大的反弹机会。1)长端美债收益率飙升继续给市场压力,美债收益率仍有上升空间;2)美股到重要支撑位,短期美股财报是扭转契机,但中期来看美国经济硬着陆的可能性增加。Oct 9, 2023Oct 9, 2023
Tree Rings CapitalTreeRings Capital 每周市场观察 | 2023. 10. 3美股因为美债收益率持续走高/美联储鹰派论调/美国工人罢工等因素回调, 风险资产调整何时结束近期主要关注三点:1.美债收益率是否转折?(美联储/日央行发言); 2.油价是否持续走高 ;3…Oct 2, 2023Oct 2, 2023
Tree Rings CapitalTreeRings Capital 每周市场观察 | 2023. 9. 25本期话题 — Higher For LongerSep 25, 2023Sep 25, 2023
Tree Rings CapitalTreeRings Capital 每周市场观察 | 2023. 9. 11Disclaimer: Market notes only for reference. Not financial Advice.Sep 11, 2023Sep 11, 2023
Tree Rings CapitalTreeRings Capital 每周市场观察 | 2023. 8.28Disclaimer: Market notes only for reference. Not financial Advice.Aug 28, 2023Aug 28, 2023
Tree Rings CapitalTreeRings Capital Weekly Market Watch | 2023. 8. 14Disclaimer: Market notes only for reference. Not financial Advice.Aug 21, 2023Aug 21, 2023