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美银:当前市场对美联储降息50个基点的反应似乎是在遵循“软降息”或“恐慌式降息”的剧本

美银知名策略师Hartnett指出,当前市场对美联储降息50个基点的反应似乎是在遵循“软降息”或“恐慌式降息”的剧本。美股和信贷市场正在消化到2025年底美联储降息250基点以及标普500指数成分股盈利增长18%的预期,“风险并没有好到哪里去,因此投资者被迫追逐”涨势,“泡沫风险”正在卷土重来。对于这种狂...

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2024-09-22 02:56:32
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