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嘉信理財:美國CPI增6%反映通脹已放緩 投資者審慎樂觀
阿思達克 03-15 10:13
美國勞工部公布,今年2月消費者物價指數(CPI)按年增6%,低於1月份的6.4%,嘉信理財香港理財顧問林長傑表示,數據反映通貨膨脹已經放緩,投資者會對此感到審慎樂觀。數據或顯示現時貨幣政策已經處於限制性領域,其緊縮程度足以減慢經濟增長並壓抑通脹。美國經濟目前最理想的情況將會是在通脹下降的同時保持正面經濟增長,以達至軟著陸的效果。 不過,他指出,市場很有可能出現波動。在企業盈利疲軟的背景下,聯儲局若進一步收緊貨幣政策,便有可能加劇對市場的壓力。標準普爾500指數成份股中,企業季度盈利高於分析師平均預期的比例於去年第四季業績中下跌。此外,盈利「超乎預期」的幅度為2007至2008年金融危機以來最小。
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