未雨绸缪！如果美联储开始降息，买什么？

华尔街见闻2022-08-10

一旦美联储结束加息周期转向降息，现在的“差生”将快速变为“优等生”。在通胀缓和的预期下，市场开始畅想美联储降息的美好未来，虽然这一天注定不会很近，但是华尔街大投行美银已经未雨绸缪，为投资者整理了一份“购物清单”。美银分析师Sara Senatore团队在周一发布的一份报告中预计，美联储将在2023年第三季度开始降息，而眼下表现不佳的非必需品消费行业将迎来命运的反转。加息周期表现最差行业——非必需品...

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2022-08-10
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降息？只会加息，最多加少点

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