見證逆潮
現有的大類資產邏輯分析體系，大多源自於"大滯脹時代”過去、80年代初"大緩和時代”來臨之後的經驗，而這一段時期對經濟和大類資產來說，最重要的一個基本前提條件是消失的高通脹，其背後則是全球化加深的正外部性紅利
從全球化下的經濟體分工確立了不同的供給與需求方，到全球一體化下各個中央銀行從通脹到經濟增長目標的同頻共振，各個經濟體逐漸憑藉其比較優勢形成獨特的分析體系，各個大類資產相互依託構建自身的分析思路，有差異卻又相關聯
而去全球化的浪潮漸甚，依靠全球化搭建的大類資產分析邏輯也必然相應調整，在這樣的背景下，對未來可能形成的範式框架提出了新的思考
張葉春
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