摩根大通策略师:欧洲央行进一步降息将支持资金从美国流向欧洲

格隆汇APP
05 Jun

格隆汇6月5日|摩根大通私人银行的全球投资策略师法勒说,欧洲央行可能继续降息,欧洲资产预计将从美国资产减持中受益。法勒说,摩根大通私人银行认为终端存款利率有可能下调至1.5%。她表示:“这支持了我们的信念,即欧洲可以为寻求从美国资产中分散投资的全球投资者提供一个有价值的着陆点。”她补充称,欧洲实际收益率仍具有支撑作用,企业收益显示出未来的前景,而德国的财政方案预示着未来的增长。

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