小摩警告：只有市场暴跌或经济停滞才能让美联储大幅降息_老虎社区_美港股上老虎

小摩警告：只有市场暴跌或经济停滞才能让美联储大幅降息

金十数据2023-12-08

摩根大通首席市场策略师科拉诺维奇（Kolanovic）周四警告客户，除非市场暴跌或经济陷入停滞，否则预计美联储不会大幅降息。在这种情况下，股票和其他风险资产将无法维持任何潜在的上涨势头。因此，他认为投资者应该选择现金或债券，而不是股票。“股市将陷入进退两难的局面，”科拉诺维奇在一份报告中说，“这意味着，在货币政策放松和美股更可持续的反弹之前，我们需要在2024年首先看到市场出现一些跌幅和波动。”...

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