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摩根資管:美國降息預期趨向分化 料下半年波動加劇
阿思達克 06-19 08:30
摩根資產管理亞太區首席市場策略師許長泰表示,美國聯儲局一如預期維持政策利率為4.25%至4.5%,會後聲明語調樂觀,強調經濟擴張步伐穩健,勞動市場健康,又提及經濟前景不確定性正減弱。同時,委員會下調經濟增長預期,並上調通脹預測,以反映特朗普政府關稅政策等影響。 他指出,中位數預測仍顯示今年內可能再減息兩次,每次25基點,但委員會內部觀點更趨向分化,目前19名委員當中有7人預期今年利率不變,對比3月時僅為4人,預期結合華府貿易及財政措施變化,下半年市場波動料加劇。惟該行目前未調整資產配置策略,繼續看好國際股市多元化配置、企業信貸、亞洲固收等,並相信基礎設施及運輸產業等領域的另類資產可帶來穩定現金流。
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