Shi Tuode: 劳动市场及通胀强情况持续 料美联傔储6月才开始减息

Sina 财经讯 史罗德首席投资总监及投资联席主管Johanna Kyrklund分析,美国经济好,同样现阶段减息不是好IDEA,预计美联储6月才会降interest rate,内将Rate cut interest rate 3次。 她认为,美国经济现时非常温和,符合软着陆基本情况,但最近在不同环境下也看到有通胀,而且劳动市场也较以往更强劲,降息预期也低于市场预测。 She only began to take a break in June this year, and she took three breaths in the year, and frankly said that under the good feelings of “adding fuel to the fire”, it is not a good idea to “add fuel to the fire”, and it is necessary to slow down the Intrerest Rate. 随着联bang基金Intrerest Rate年内下调,Johanna Kyrklund预期债券将会受惠,指市场的债券买卖以区间交易为主,早前市场对减息的定价过高,令债息显莵後退,thereforebelieve 债息仍会再次rise。 除非投资者预测美国经济衰退即将来临,才可能令美长债息fell back to 3.5% and even 3% 水平。 She frankly said,与过去十年相比,现时作投资者需要采取Long元化和更具灵活性的策略,故认为要应对高通胀和高Intrerest Rate的新时代,需要有Long元资产的收息投资策略。