分析师:美国就业强劲展现经济韧性,但美联储仍面临高度不确定性

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BlockBeats 消息,2 月 12 日,Vontobel 分析师 Andrew Jackso 表示,美国 1 月新增就业人数高于预期,再次印证经济的韧性,但对政策制定者而言,并未带来更多清晰指引。尽管当前经济状况较去年年初更具可预见性,但美联储面临的不确定性仍高于许多其他央行同业。对于固定收益投资者而言,核心结论是:「信贷基本面尚可,宏观经济状况尚可,美国经济表现出相当的韧性。」与一年前相比,企业债估值处于高位的担忧已不那么明显。「我认为信贷利差可能维持在当前水平,甚至进一步小幅收窄。」(金十)

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