滞胀阴霾再度笼罩美股市场,投资者在6月CPI报告公布之前,重新转向防御性投资策略。 此前美国非农报告显示就业市场降温,同时服务业通胀重新抬头,这一组合开始拖累市场情绪。摩根大通策略师在最新的报告中指出,最新经济数据“放大了”本周CPI报告的重要性。 在滞胀风险下,策略师们建议投资者转向公用事业、通信服务和必需消费品等防御性板块,同时避开可选消费等成长性板块。美国银行经济学家重申,即使就业数据疲软,...
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