摩根士丹利跨资产团队对美股与美债转向超配

环球市场播报
May 21

  摩根士丹利的跨资产策略师对美国股票和美国国债转向超配,指出美国资产的宏观背景相对较好。

  Serena Tang等策略师在5月20日的报告上写道,尽管存在政策不确定性,还有放松管制和降息幅度可能超过市场预期,但在全球经济虽放缓但仍在扩张的背景下,美国风险资产和无风险资产相对于全球其他地区而言具有吸引力。

  他们写道,由于美国利率和经济增长与其他国家的趋同,美元应该会继续走弱。

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