瑞银财富管理投资总监办公室(CIO)称民意调查显示经济学家和市场受访者对美联储的独立性和美国经济数据的准确性存在重大担忧

智通财经
Aug 05
瑞银财富管理投资总监办公室(CIO)称民意调查显示经济学家和市场受访者对美联储的独立性和美国经济数据的准确性存在重大担忧美国劳工统计局局长被解雇美联储理事会一成员意外辞职都可能会加剧这些担忧。市场焦点重新转向美联储对增长动能减弱的反应也可能会使美国政策制定的严谨性愈发受到关注并导致美国国债收益率波动更加激烈。“投资者应考虑分散投资组合中过多的美元敞口。”瑞银认为目前美元和股票价格较高正是采取行动的良机。在亚太地区澳元、人民币和新加坡元是分散过多美元敞口的良好工具。希望分散过多美元敞口的投资者可考虑波动性较低的人民币。中国的服务、投资和离岸资产外流有所缓和而外资流动也趋于稳定。鉴于投资者对美元的信心减弱中国的政策制定者似乎乐见人民币走强这可能是为了进一步推动人民币国际化的发展。

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