HSBC strategist remains very bullish on risk assets due to the Federal Reserve and China's continued stimulus

華爾街見聞
2024.09.30 16:41
美聯儲的鴿派立場、中國的刺激政策、低迷的近期每股收益預期以及受壓制的市場情緒結合在一起維持了滙豐策略師對風險資產 “非常看多” 的態度。以 Max Kettner 為首的團隊依然超配高收益債、美國、日本、歐元區和新興市場股票等資產。在勢均力敵的美國大選臨近之際客户仍保持謹慎態度，表明 “情緒和布倉正相反”。“我們發現目前很難形成看跌論調”。
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