瑞銀維持對美聯儲今年減息3次預測
瑞銀表示,美聯儲在公布利率點陣圖顯示中位數仍預期今年減息3次後,美股上升及美債下跌,縱使美聯儲對經濟增長假設上調,仍符合該行基本預期。
該行繼續認為美國經濟整體展望健康,考慮到經濟溫和增長、通脹回落及利率下降,仍認為預備美國經濟軟著陸為合適。美國經濟亦看來正從不可持續速度增長返回至趨勢增長,對通脹下降展望而言是好消息。
該行表示,其基本預測維持美聯儲今年內減息3次,每次25點子,首次減息為6月。因此建議投資者買入具質素的股票和債券。
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