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匯豐安博哲:對聯儲局年底利率預測上調至3.625厘
阿思達克 06-27 10:22
匯豐香港區財富管理及個人銀行業務客戶財富管理主管安博哲接受本地傳媒訪問時預期,美國聯儲局於本月加快加息步伐後,相信未來會繼續加息,並將加息預測上調,料7月加息0.75厘,9月和11月分別加息0.5厘,12月和明年1月各加息0.25厘,即預期今年底對聯儲局利率的預測,由3.125厘上調至3.625厘,較聯儲局的中位數高0.5厘。 此外,他指該行對近期10年期美國國債孳息率預測為3.2至3.6厘,而對2年期孳息率預測為3.2至3.5厘。他估計美元在未來幾個月強勢持續,另由於加息周期中利差以及地緣政治局勢推動避險需求,該行繼續看好美元。 內地方面,他認為早前疫情的確為內地經濟帶來負面影響,但目前疫情相對受控,加上政府已推出多項措施刺激經濟,預期下半年經濟重拾增長動力。
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