摩根士丹利:美国中期选举后,新兴市场利好逻辑逐步形成

智通财经
Nov 06
【摩根士丹利:美国中期选举后,新兴市场利好逻辑逐步形成】翻译:摩根士丹利表示,美国中期选举过后,看多新兴市场的理由正在积累。布伦特原油有望创下2020年4月以来最大单周跌幅,为众多能源进口型发展中国家带来利好。摩根士丹利新兴市场策略师周五在研报中写道,中东冲突和解概率上升,或将利好全球债市与新兴市场货币。摩根士丹利认为,油价下行有望推动新兴市场本币债收益率下行、信用利差收窄。策略师表示:“油价走低还将缓解通胀压力,同时改善多数能源进口新兴市场的贸易条件。”

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