大摩:美联储不会先发制人

金融界
06 May

摩根士丹利由首席美国经济学家Michael Gapen领衔的分析师团队在一份研报中写道:“鉴于美联储预计通胀将保持坚挺,且关税冲击可能会产生持续的通胀效应,美联储不太可能采取先发制人的行动。”

虽然特朗普自4月2日的“解放日”以来已部分放宽关税举措,在一定程度上稳定了债市和股市。但投资者表示,市场对后续形势进展的整体焦虑情绪并没有消散。管理着8,370亿美元资产的PGIM Fixed Income公司联席首席投资官Gregory Peters表示:“我们建议投资者继续保持谨慎,降低风险。”

责任编辑:栎树

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