J.P. Morgan
2022.06.22 02:54

摩根大通策略师料下半年美股下行压力缓解

摩根大通认为,上周令美国股市跌入熊市的抛售潮可能今年下半年会有所缓解。

“对下半年美联储紧缩周期见顶时间的预期有所延后,但还没有彻底打消,” Mislav Matejka 在一份报告中写道。“对美联储利率前景的不断重估已经伤害了市场,这是可以理解的,但不要就此形成刻板印象。” 该行预计下半年通胀压力将缓和。

策略师们写道,虽然美联储点阵图仍然表明加息步伐激进,但 “如果美联储开始逐步兑现预期,而不是在升息方面让市场措手不及,可能帮助稳定市场情绪”。

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