高盛:年底可能迎来“全资产上涨”

格隆汇
Sep 20
高盛认为,年底存在一波“全资产上涨”的潜在交易机会:如果接下来顺利度过中期选举,同时油价明显回落,当前压制市场的通胀和加息压力就可能随之缓解,从而给股票、债券等资产创造共同上涨的环境。其中,油价回落是最关键的催化剂。

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