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儲局官員絕大多數認同9月減息 有官員憂就業市場惡化 不希望反應過慢 - 20240823 - 經濟 @ 2024-08-24T Back Hot News
Keyword:美股 降息
Concept:聯儲降息
美股前瞻 | 三大股指期貨齊漲 美聯儲9月降息或已成定局
北京時間23日凌晨,美股周四午盤走低。美國國債收益率攀升。市場確信美聯儲將在9月降息。投資者等待鮑威爾本周五的講話。美國上周初請失業救濟人數幾乎持平,表明勞動力市場正逐步放緩。
除了新興市場貨幣,新興市場債券也重獲全球資金偏愛。摩根大通駐倫敦的新興市場債務全球主管布魯歐預計,新興市場債券今年有望實現兩位數的回報。瑞銀財富管理投資總監辦公室(CIO)日前發布觀點稱,美聯儲寬松周期之際,投資者需關注亞洲資產。瑞銀稱,雖然美股可能是美聯儲降息和預期內軟著陸的明顯受益者,但降息也可能引發連鎖反應,歷來更利好全球其他一些地區的金融資產,例如亞洲債券。

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