JP Morgan strategist: Even if the Federal Reserve cuts interest rates, US stocks may still stall near record highs

华尔街见闻
2024.09.02 08:45
根据摩根大通策略师，即便美联储启动备受期待的降息周期，美国股票涨势也可能在纪录高位附近停滞不前。以 Mislav Matejka 为首的策略师团队表示，货币政策即便放松，也是对经济增长放缓的应对措施，因此是种 “反应性” 降息。季节性趋势是另一障碍因素，9 月通常是美国股市历史上最糟糕的月份。“我们还没有走出困境，” Matejka 在报告中写道。他重申，在债券收益率回落的背景下更看好防御性板块。“市场信心和仓位指标看起来远没有那么有吸引力，政治和地缘政治的不确定性上升，季节性因素再次使 9 月份更具挑战性。”（彭博）
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