【大摩:油价飙升是美股头号风险 恐进一步推高美债收益率】摩根士丹利策略师迈克尔·威尔逊最新警告称,油价再度飙升是当前美股面临的最大风险,他建议投资者利用能源股来对冲投资组合风险。这位策略师表示,油价的进一步上涨可能推高债券收益率,并最终迫使美联储采取行动,因为美联储主席凯文·沃什致力于将通胀拉回目标水平。“到那个时候,应对压力将更多落在美联储而非财政部身上,”他称。“我们毫不怀疑美联储最终会作出回应,但可能要等到市场进一步出现动荡之后”。
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