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

華爾街見聞
2024.09.02 08:45
根據摩根大通策略師，即便美聯儲啓動備受期待的降息週期，美國股票漲勢也可能在紀錄高位附近停滯不前。以 Mislav Matejka 為首的策略師團隊表示，貨幣政策即便放鬆，也是對經濟增長放緩的應對措施，因此是種 “反應性” 降息。季節性趨勢是另一障礙因素，9 月通常是美國股市歷史上最糟糕的月份。“我們還沒有走出困境，” Matejka 在報告中寫道。他重申，在債券收益率回落的背景下更看好防禦性板塊。“市場信心和倉位指標看起來遠沒有那麼有吸引力，政治和地緣政治的不確定性上升，季節性因素再次使 9 月份更具挑戰性。”（彭博）
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