花旗策略师:美国中期选举前股市或下跌、美债收益率与美元走高

格隆汇
Oct 05
花旗策略师称,在美国中期选举来临前,股市大概率走弱,债券收益率和美元将上行;选举结束后,上述走势将会反转。由丹尼尔・托邦与斯科特・克罗内特等人组成的团队在研报中写道:“中期选举往往会带来‘政府僵局’,分立的两党格局会让国会多数席位不足以推翻总统否决。”团队预计,选举将对各股票板块产生差异化影响,但不会对标普 500 指数基本面形成实质性冲击。策略师建议在选举前布局医疗股。

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