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事件详情 · 161457a7-061d-451a-9185-8d9b86412680

BOFA'S HARTNETT SEES RISK-OFF MOOD PERSISTING

deitaone 美股宏观数据
原文 · SOURCE RECORDS
deitaone 10-02 16:59:11 *Walter Bloomberg

BOFA’S HARTNETT SEES RISK-OFF MOOD PERSISTING BofA’s Michael Hartnett says investors are likely to avoid riskier trades until the dollar peaks and bond yields retreat from multidecade highs. The Bloomberg dollar index has risen 3% from its September low as investors rebuild cash and reduce leverage. Hartnett recommends starting to add bonds, while warning that deeper declines in small caps and banks could signal weakening growth optimism and eventually pressure technology stocks.

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译文 · CHINESE

美银的迈克尔·哈特内特表示,在美元见顶且债券收益率从数十年高位回落之前,投资者可能会避免风险较高的交易。彭博美元指数自9月低点以来已上涨3%,因投资者重建现金并降低杠杆。哈特内特建议开始增持债券,同时警告称,小盘股和银行的更深跌幅可能表明增长乐观情绪减弱,并最终给科技股带来压力。

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