摩根士丹利：打壓美元的結構性力量可能反過來波及美股

智通財經
2024.03.19 01:03
摩根士丹利財富管理首席投資官向股市多頭髮出警告：打壓美元的結構性力量可能反過來波及美股。“應該要為美元態勢可能轉變做好準備，” Lisa Shalett 警告説。她提到，日本收益率曲線管理告一段落以及比特幣和大宗商品價格上漲，都顯示美元的漲勢 “可能已達極限”。“雖然相關性不是因果關係，隨着美元的牛市週期可能正在成熟，美元走強與市盈率的相關性值得關注，” 她在週一的一份報告中寫道。
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