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美國與伊朗的衝突會成為增長的催化劑嗎?
分析師認為,美國政府債務的快速增加和貨幣可能的貶值,可能會促使市場參與者轉向替代資產。
邏輯如下:戰爭是政府支出,導致債務增加,之後系統中出現更多的美元(印鈔機),結果美元貶值,替代資產價格上漲📈
你怎麼看這個理論?
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