美银Harnett：大选后最可能出的逆转交易——"买入美债"_老虎社区_美港股上老虎

美银Harnett：大选后最可能出的逆转交易——"买入美债"

华尔街见闻2024-11-04

美国大选迫在眉睫之际，美银证券首席投资策略师Mike Hartnett提出了一个逆向思维的投资建议："买入美债"或将成为大选后最具潜力的交易机会。在最新发布的《Flow Show》报告中，Hartnett写道，过去四个月美元和美债收益率持续走强，主要源于市场对特朗普胜选预期升温。然而，正是这种过于一致的市场预期，反而使得美元和美债收益率面临潜在调整风险。Hartnett分析称，这是由于无论是特朗普...

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