---
title: "哈特内特：为何大宗商品会成为未来五年最重要的交易"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/282428012.md"
description: "美国银行首席投资官迈克尔·哈特内特预测，商品将在未来五年内成为最大的交易。他之前表示，去年十二月底触发的卖出信号已经结束，并警告称，油价超过每桶 100 美元以及 30 年期收益率达到 5% 可能引发政策恐慌。哈特内特的分析表明，他在三个月的时间内准确识别了市场的高峰和低谷"
datetime: "2026-04-12T00:27:24.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282428012.md)
  - [en](https://longbridge.com/en/news/282428012.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282428012.md)
---

# 哈特内特：为何大宗商品会成为未来五年最重要的交易

Two weeks ago, Bank of America CIO Michael Hartnett wrote that his proprietary Sell Signal, which had been triggered in late December, right around the time the S&P printed its all time highs, had just ended... and warned that "_with oil \>$100/bbl, 30Y yields at 5%, and the S&P plunging, policy panic begins."_ It now appears that he was right on both accounts, calling the top, and then 3 months later, also calling the bottom almost to the day.

### 相关股票

- [WEAT.US](https://longbridge.com/zh-CN/quote/WEAT.US.md)
- [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md)
- [PXJ.US](https://longbridge.com/zh-CN/quote/PXJ.US.md)
- [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md)
- [CORN.US](https://longbridge.com/zh-CN/quote/CORN.US.md)
- [PDBC.US](https://longbridge.com/zh-CN/quote/PDBC.US.md)
- [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md)
- [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md)
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- [SOYB.US](https://longbridge.com/zh-CN/quote/SOYB.US.md)
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- [DBA.US](https://longbridge.com/zh-CN/quote/DBA.US.md)
- [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md)
- [CPER.US](https://longbridge.com/zh-CN/quote/CPER.US.md)
- [SCO.US](https://longbridge.com/zh-CN/quote/SCO.US.md)
- [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md)
- [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md)
- [BCI.US](https://longbridge.com/zh-CN/quote/BCI.US.md)
- [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md)
- [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md)
- [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md)
- [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md)

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