“美国经济增长+美联储降息”=风险资产“涨涨涨”?

华尔街见闻
Sep 23

风险资产的盛宴可能远未结束。 据追风交易台消息,汇丰9月22日发布的《上涨,上涨,再上涨》研报指出,美国经济数据的重新加速迹象与美联储的降息构成了一个“强有力的催化剂”,将继续推动风险资产走高。 各类资产价格正呈现普遍的上涨态势。我们认为,好戏还在后头。 该行首席多资产策略师Max Kettner团队分析,尽管市场对美国经济前景存在分歧,美国存在劳动力市场疲软、违约率上升等风险,但一系列指标...

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