ChainCatcher 消息,据金十报道,在美联储主席鲍威尔昨日表达对劳动力市场的担忧后,华尔街愈加押注美联储将在 2026 年降息两次或更多。
Global X 的 Scott Helfstein 表示,偏鸽的美联储整体上应有利于风险资产,尤其是成长股和周期股。他指出,随着借贷利率下降,与企业投资周期相关的行业也可能处于有利位置。
ChainCatcher 消息,据金十报道,在美联储主席鲍威尔昨日表达对劳动力市场的担忧后,华尔街愈加押注美联储将在 2026 年降息两次或更多。
Global X 的 Scott Helfstein 表示,偏鸽的美联储整体上应有利于风险资产,尤其是成长股和周期股。他指出,随着借贷利率下降,与企业投资周期相关的行业也可能处于有利位置。
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