大新料美聯儲今年仍會減息兩次 對美股維持中性觀點
大新銀行經濟研究部指出,美國聯儲局第四度維持利率於4.25%至4.5%不變,點陣圖顯示FOMC委員仍傾向年內減息兩次,但估計不會再減息的委員數目由3月的4人增至7人,反映委員會意見分化。該行目前仍預測美聯儲今年內將減息兩次,最快或在9月行動。
該行預期,中短期債券或可受惠於聯儲局減息及避險需求,維持看好主權債券及投資級別企業債券,至於美股市場則維持中性觀點,認為貿易戰不明朗因素及中國人工智能所帶來的競爭,正推動投資者重新評估美股估值。
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