Hot News

賀利氏:特朗普2.0可能推動全球投資者轉向黃金和白銀作者匯通財經 @ 2024-07-04T Back Hot News
Keyword:川普 特朗普 美債 普勝選
Concept:美國總統 , 特朗普勝選
華爾街策略師認為,若川普11月勝選,在明年1月再度入主白宮,通膨可能更僵固,長天期美債殖利率可能走高,敦促客戶為此布局。摩根士丹利策略師霍恩巴赫與丁格拉策略師表示,押注長期利率看漲此其時矣。上周辯論後的民調顯示川普勝選機會提高,代表投資人必須審視可能導致聯准會(FED)降息更多次的經濟政策,再加上若共和黨在國會選舉大勝,將擴張財政,為長債殖利率帶來上漲壓力。
大選首辯的結果促使分析師就如何為特朗普勝選做部署給出了一系列建議。巴克萊推薦投資者在美債市場買入通脹對沖產品。
摩根士丹利:川普勝選前景提升美債利率曲線陡化交易吸引力
據高盛,周五市場的整體活動水平「爆炸式增長」。雖然美國5月通脹降溫,但長期美債收益率逆轉了早盤下跌,收盤飆升。巴克萊稱,應買入通脹保護資產以為特朗普勝選做准備。市場預計醫療保健行業將迎來更友好的監管,聯合健康收漲4.7%。不過特朗普媒體科技(DJT)美股盤前漲超11%、最終跌超10%。
高聖的柯爾(GEORGE COLE)和馬歇爾(WILLIAM MARSHALL)則認為,川普勝選的前景未必代表美債殖利率曲線就會趨於陡峭,投資人的焦點正從財政支出轉向提高關稅的風險,從而沖擊生產力和經濟成長。

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.