
利率将会持续上调,直到经济增速受到抑制:雷·达里奥。桥水基金创始人雷·达里奥阐述了利率上升对经济及股市的影响。
他指出,实施紧缩的货币政策是应对通胀的常规手段,而在经济真正降温之前,利率仍有进一步上升的空间。
Interest rates will continue rising until brakes are put on the economy: Ray Dalio Ray Dalio, founder of Bridgewater Associates, discusses the impact of rising yields on economies and equities, saying tighter policy is the classic response and that rates can rise further before economic conditions are sufficiently restrained.
此外,他还提到,由于市场难以区分优质投资项目与具备前景的人工智能技术,这可能导致投资与借贷行为出现过度增长。
He also talks about how a lack of differentiation between good investments and good technologies in AI can lead to excessive investment and borrowing. 5 hours ago