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摩根士丹利放棄做多美債建議,因通脹數據引發拋售

格隆匯 02-19 10:01
摩根士丹利敦促投資者對美債採取中性立場,此前強勁的CPI和PPI數據引發債券大幅拋售。摩根士丹利表示,儘管擔心隨着消費者儲蓄下降,服務業通脹可能降溫,但收益率的季節性走高傾向意味着在3月8日非農就業報告發布前對美債保持戰術性中性是合理的。
20240625摩根士丹利MS
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