未来六个月美股将面临“痛苦”!大摩为何如此断言?

华尔街见闻2021-06-02

一周之前,摩根大通刚刚警告称,全球股指可能会在夏季出现10%的回调,并且预计今年下半年美股的投资回报率将低于均值。 如今,摩根士丹利也加入了警告大军,认为美股未来半年的回调幅度将达到10%或15%左右,对于做多大宗商品、做空美元等非常拥挤的交易而言,若美国通胀等经济数据有了任何令人失望的风吹草动,就将为投资者们带来痛苦。 在周一的研报中,摩根士丹利首席股票策略师Michael Wilson指出,...

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