风向有变?华尔街开始讨论:投资者如何应对美国经济“过热”

华尔街见闻
Oct 05

高盛、瑞银和花旗三大华尔街顶级投行都在研报中提及,美国经济"重新加速"的风险正在上升,这一预期建立在劳动力市场韧性、财政刺激预期以及宽松金融环境等多重利好因素基础之上。 10月5日,据追风交易台消息,高盛、瑞银和花旗三大投行均警告美国经济“重新加速”风险增加。瑞银虽然仍倾向于经济放缓的基准情形,但也开始为客户分析"如果美国经济重新加速会怎样"的情形。花旗则直接将美国"经济过热"情景作为重要交易策略...

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