大摩:美联储言论“一叶障目”,只见美国通胀,不见全球通缩

华尔街见闻
Yesterday

摩根士丹利全球宏观策略师Matthew Hornbach及其团队在10月13日发布的重磅报告《忽视全球通缩》中,向市场发出了一个清晰而尖锐的警告。 大摩认为,全球通胀持续下行态势明显,投资者对美国通胀的担忧可能过度。在关税影响尚未明确显现之前,建议通过买入美国国债、做空美元来对冲美国通胀下行风险。 在美联储官员和众多投资者仍对美国高企的通胀忧心忡忡之际,这份报告为那些被联储鹰派言论和美国本土数据“...

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