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今日信報- 理財投資- 內地樓市結構變減息難即時沖喜- 習廣思 - 信筆攻略 @ 2024-02-22T16: Back Hot News
Keyword:減息
Concept:年期下調
美股低收 市場關注減息步伐
博斯蒂克估計,今年聯儲局會減息2次,少過聯儲局其他官員減息3次的集體預測,認為通脹回落速度不均衡,或需更多時間,才有足夠信心確認經濟正走在容許減息的路上。不過,他指,沒有理由停止或放緩縮減資產負債表,現時市場流動性似乎仍穩健,他關注市場流動性變得更為緊張的跡象。
美股高收 市場對聯儲局減息預期升溫
聯儲局會議紀錄:官員關注過快減息風險
浙商證券認為,受到匯率壓力影響,全面減息的機會不大,但上半年仍有可能減息。東亞銀行財富管理處高級投資策略師黃燕娥認為,人行可能需時觀察降准的效果,預計MLF及短期限的LPR,短線維持不變的機會較大。
另外,市場亦注視聯儲局1月議息會議紀錄,並觀望美國通脹會否持續升溫,以判斷聯儲局何時開始減息。利率期貨工具顯示,交易員預計5月減息機會38%,6月減息機會約82%。

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