法兴银行:当前环境利好持有通胀挂钩债券

格隆汇
Oct 09
法国兴业银行的利率策略师在报告中指出,高企的通胀与疲软的经济增长并存,这使得在固定收益投资组合中配置通胀挂钩债券更具吸引力。策略师表示:“尽管近期整体通胀率有所回落,但中东地区战事再起,重新带来了通胀风险。”他们预计,能源成本上涨带来的间接影响将存在一定滞后,并逐步传导至经济各领域。

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