小摩:美经济持续增长及美联储进一步降息仍可能支撑风险资产

GoldenOctober2024
TAI7,99%

金十数据12月19日讯,摩根大通的分析师Tai Hui在一份研究报告中说,到2025年,美国经济的持续增长和美联储的进一步降息应该仍会支撑股票和企业信贷等风险资产。这位亚太地区首席市场策略师说,美联储暗示明年降息将采取更为谨慎的态度,这导致美国国债收益率上升,股市遭到抛售,美元走强。然而,他补充称,即将上任的特朗普政府可能产生的结果范围越来越广,给经济和企业盈利带来上行和下行风险,这可能要求投资者采取更多元化的资产配置方式。

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