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顶流归来!付鹏闭门分享全球市场投资新逻辑
Xin Lang Zheng Quan· 2025-08-13 08:04
Core Insights - The article emphasizes the interconnectedness of global markets through the FICC framework, highlighting how interest rates, exchange rates, and commodity cycles influence each other and the overall market dynamics [1][2][4]. Group 1: FICC Framework - FICC stands for Fixed Income, Currencies, and Commodities, which are crucial for understanding global asset rotation and macroeconomic trends [2]. - The analysis framework provided by the expert, Fu Peng, offers deep insights into global asset pricing and interest rate movements, revealing underlying patterns in asset cycles [2]. Group 2: Market Dynamics - The article describes the stock market as a surface-level phenomenon, while FICC represents the deeper forces driving market trends, akin to ocean currents [4]. - An upcoming event on August 30 in Shenzhen will feature Fu Peng discussing the interconnections between interest rate curves, exchange rate fluctuations, credit transmission, and commodity cycles, aiming to provide a comprehensive global investment map [4][9]. Group 3: Event Details - The event is scheduled for August 30, from 14:00 to 17:00, and will include a 2-hour in-depth sharing session followed by 1 hour of interactive Q&A [9]. - Participants are encouraged to register due to limited seating, indicating a high demand for insights into market dynamics [9].