巴克萊策略師：市場對美聯儲過於樂觀

華爾街見聞
2022.11.02 09:30
巴克萊表示，股市要延續當前漲勢，取決於美聯儲落實 “轉向的説法”，弱化鷹派立場，該機構認為市場對此的樂觀情緒並不妥當。Emmanuel Cau 等巴克萊策略師撰文稱，股市近期上漲後，其風險 - 回報的吸引力下降。貨幣政策收緊會衝擊經濟，盈利增長預期仍然需要重設，股票相比債券的估值不具有吸引力，仍然存在股市投資者完全投降的威脅。季節性因素利好，對沖基金和系統性持倉較低，受到市場人士擔心錯過行情的因素影響，可能激發更多的空頭回補，（彭博）
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