摩根大通认为,美国政策变数导致全球经济前景的可见度下降并增加了下行风险,这些负面因素尚未被充分反映在股市表现上,未来至少三个月市场将继续面临压力。同时,德国的支出计划对欧元和欧盟股市带来相对优势,但并非结构性变革。美国政策不确定性笼罩下,摩根大通认为,未来三个月全球市场将经历“痛苦期”。3月31日,摩根大通分析师Eduardo Lecubarri等在研报中指出,自年初以来,美国政策变数已经导致全球...
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