貝萊德料聯儲局繼續加息抗通脹 建議買通脹掛鉤債券
貝萊德(BLK.US)表示,市場預計隨著經濟步入衰退,將會導致聯儲局減息的看法是錯誤的,相信聯儲局不會因為銀行業危機而停止打擊通脹,因此建議買入通脹掛鉤債券。
市場目前預計聯儲局5月將加息四分一厘,到到年底可能會減息0.75個點子。但貝萊德認為,今年美國不會減息,認為只有在出現更嚴重的信貸緊縮並導致經濟衰退較預期嚴重時,聯儲局才會減息0.75個點子,因此維持對發達市場股市「低配」評級。
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