美银:若美联储下周鸽派降息,“圣诞老人行情”恐要告吹

Odaily星球日报讯 美国银行策略师表示,若美联储下周对经济的展望过于谨慎,股市的年底反弹行情将受到威胁。目前标普 500 指数(SPX)已逼近历史纪录高位,投资者对“美联储降息、通胀回落且经济增长保持韧性”的最佳情景抱有信心。若美联储在下周会议上释放鸽派信号,反而可能让这种乐观情绪面临考验——因为这可能暗示经济放缓幅度超出预期,分析师 Michael Hartnett 在报告中写道:“唯一能阻止圣诞老人行情(Santa Claus rally)的,是美联储鸽派降息引发长端美债抛售。”(金十)

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