中选前美国选择“逃逸速度策略”?美银称美联储将救楼市,建议交易“大型加杠杆”

华尔街见闻
Oct 09

美银分析师认为,参考沃尔克时代经验,大幅降息可能触发"大规模再杠杆化",释放冻结的现金和房地产市场。 据追风交易台,美国银行(BofA)最新发布的研究投资委员会(RIC)报告显示,在中期选举前夕,美国可能采取"逃逸速度策略"以刺激经济增长,美联储或将实施更激进的降息政策来解冻房地产市场。 当前美股处于历史高位,但两大资产类别陷入停滞:美国家庭持有自1991年以来最高现金比例,现房销售跌至金融危机...

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