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【邱志昌專欄】持續無限QE只能刺激通膨? | Anue鉅亨

鉅亨新視界 facebook comment (圖一:新台幣兌換美元匯率日 K 線圖,鉅亨網) 當 QE 只會刺激物價成長時,股市多頭行情可能降速下來。美元指數是未來股市多空指標,如果美元指數由目前位置,向上慢慢往上竄;代表在台灣或是東南亞、新興市場熱錢,從流動性最快速的股債市,轉換為美元強勢貨幣。這時不管是泰銖、越南盾、新台幣、或是人民幣多會承受貶值的壓力。說是壓力...
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