美国银行：对美国股市而言通胀比滞胀更好

金融界04-16

尽管一些股票多头希望看到经济放缓以缓解利率压力，但对于股票来说“好消息仍是好消息”，Ohsung Kwon为首的策略师周一在给客户的报告中表示。“如果通胀因为经济动能而变得顽固，那并不一定是对股市不利，”他写道，“但滞胀是”坏消息。Kwon表示，本周的经济数据，包括零售销售和住房数据，单个数据本身不足以影响市场走势，但整体的叙事对股市很重要。在过去两年宏观经济占据主导地位之后，市场变得越来越受企业...

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美国银行：对美国股市而言 通胀比滞胀更好

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美国银行：对美国股市而言通胀比滞胀更好