花旗:美股大跌後未必需急於離場
花旗銀行投資策略及環球財富策劃部主管廖嘉豪表示,美股大幅調整後,未必需急著離場,反而要注重防守板塊,建議留意派息吸引、健康護理板塊。如果美國溫和衰退,該行料標普500指數或處於3,650點,如果衰退加劇,或跌至3,150點。
花旗表示,隨著美國物價高企壓抑消費,明年經濟壓力或加大,該行將美國明年經濟衰退機會率的預期提高至40%。因應需求下跌、俄羅斯減產幅度低過預期、其他產油國增產,預料布蘭特期油在2022年第四季下跌至每桶85美元,紐約期油下跌至81美元。
花旗預料,美國聯儲局會在7月加息75點子、9月和11月各加50點子、12月加25點子,美國聯邦基金利率年底前或升至3.75厘。
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