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嘉信理財:即便美聯儲多次加息,美國經濟仍有望保持穩健

2026-10-29 01:51:00

ChainCatcher 消息,据嘉信理財宏觀研究與策略主管凱文·戈登表示,當前經濟背景對於美聯儲加息仍相對有利,即便進入多次加息週期,美國經濟大概率仍能保持穩健。

他指出,加息週期往往伴隨較大市場波動。據其援引的歷史數據,美聯儲開啟加息週期後的12個月內,標普500指數平均最大跌幅超過10%。

分析同時指出,利率政策只是影響股價的因素之一。目前,AI 領域的投資及油價上漲引發的通脹,似乎是驅動股市的主要因素。

解讀
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