投资者涌入现金速度为疫情初期来最快，分析师称美联储暂不会转向

市场资讯2022-11-05

由于美联储仍然立场鹰派，现金再度为王。美银策略师Michael Hartnett在10月非农就业报告后表示，美联储不会在通胀居高不下且失业率处于低位的情况下，就转变货币政策立场；此外要关注下周二美国中期选举对市场的影响。现金为王的时候又到了。由于美联储仍然立场鹰派，投资者们匆匆涌入现金避险，为新冠疫情爆发以来之最。美国银行援引EPFR全球数据的一份报告指出，截至11月2日当周，有621亿美元的资金...

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2022-11-05
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换句话说，短期利率现在是合适的。”在其他资产类别方面，全球股票基金本周流入63亿美元资金，而近40亿美元资金从债券中撤出。今年华尔街最准的分析师、美国银行的策略师Michael Hartnett在10月非农就业报告后表示，周五的数据显示，虽然失业率攀升，但美国企业在10月份报告了强劲的招聘和工资增长。Hartnett预计美联储不会在通胀居高不下且失业率处于低位的情况下，就转变货币政策立场。2023年的失业情况可能会是政策转折的催化剂。美联储结束紧缩政策需要经济衰退和信贷事件，从而推动新的牛市。具体来说，美银预计，由于“衰退冲击”，股市可能会在明年春季触底。在通胀、利率和美元见顶之后，投资者应该卖出美元，并买入30年期美国国债、高收益债券、新兴市场资产和小盘股。美国银行设计的牛熊指标连续第七周保持在“极度看跌”水平，这是自 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