KKR:联储局对经济增长信心创新高 吁投资者及早部署

阿斯达克财经
Sep 18

私募股权巨头KKR(KKR.US)  的策略师表示,联储局似乎是自2011年开始发布预测以来,对经济前景最为乐观,投资者应相应调整部署。KKR预期,联储局将于12月及明年3月加息,其后维持利率于4.375%直至2029年,立场较华尔街普遍预测更偏鹰派。KKR资产负债表首席投资总监Henry McVey本周于报告中表示,他认为紧缩周期愈来愈基于GDP增长上升及核心通胀升温,而核心通胀剔除食品及...

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