<p>The dovish stance of the Federal Reserve, China's stimulus policies, subdued recent earnings per share expectations, and suppressed market sentiment have all contributed to HSBC strategist's &#34;very bullish&#34; attitude towards risk assets. The team led by Max Kettner remains overweight on high-yield bonds, US, Japan, Eurozone, and emerging market stocks. As the evenly matched US election approaches, clients are still cautious, indicating a &#34;contrary sentiment and positioning.&#34; &#34;We find it difficult to form a bearish argument at the moment.&#34;</p>

HSBC

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<p>HSBC strategists continue to hold a "very bullish" stance on risk assets due to the dovish stance of the Federal Reserve and China's stimulus policies. The team led by Max Kettner is overweight high-yield bonds and stocks from multiple countries, despite clients maintaining caution as the U.S. election approaches, showing a divergence between sentiment and positioning</p>

汇丰策略师因美联储和中国刺激继续非常看涨风险资产