大摩改变看淡美元立场 料美联储最快年中讨论减量宽
摩根士丹利发表报告,改变看淡美元立场。摩根士丹利宏观策略全球主管Matthew Hornbach团队发表报告,称对美元看法转为中性,并观望看好美元讯号。报告指,民主党控制参众两院意味额外1万亿美元刺激经济方案可望最快本季通过,美联储可能最快6月便讨论货币政策正常化,两者均有力打消美国低息对美元不利的负面假设,认为美国实质利率及美元正在造底。
Hornbach接受《彭博迅讯社》访问时表示,基於财政政策、货币政策及通胀展望不确定性,持有美元淡已不再具吸引力。
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