摩根士丹利：打压美元的结构性力量可能反过来波及美股

Zhitong
2024.03.19 01:03
摩根士丹利财富管理首席投资官向股市多头发出警告：打压美元的结构性力量可能反过来波及美股。“应该要为美元态势可能转变做好准备，” Lisa Shalett 警告说。她提到，日本收益率曲线管理告一段落以及比特币和大宗商品价格上涨，都显示美元的涨势 “可能已达极限”。“虽然相关性不是因果关系，随着美元的牛市周期可能正在成熟，美元走强与市盈率的相关性值得关注，” 她在周一的一份报告中写道。
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