这个真不好说。去投坛问问？那边还是有不少高手。

it is rather difficult to forecast how the two curves behave relatively: rate curve vs. inflation curve.  my personal prediction is that the inflation curve will go north less sharply than the former. but who knows. 

on the other hand, the equity/stock market has very little room to further go bullish, a view also published by Goldman yesterday. So perhaps staying with the inflation-protected instruments is fine. 

所有跟帖： 

• 多谢，同意给出的观点，所以才纠结，不知如何是好 -色大胆小- ♂ (0 bytes) () 03/16/2017 postreply 16:15:11