摩根士丹利建议客户增加对新兴市场货币的看跌押注

环球市场播报

04-07

　　摩根士丹利建议投资者增加对新兴市场货币的看跌押注，同时建议增加对当地债券和利率互换的敞口，因预期发展中国家央行将采取更偏鸽派的立场。

　　“我们不认为外汇市场充分消化了全球经济衰退，”James Lord等策略师周一写道；他们建议做多美元兑哥伦比亚比索，同时押注欧元兑波兰兹罗提上涨。

　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B债券，以及哥伦比亚IBR曲线中受益于利率期货下跌的接收方。

　　“美元的避险属性部分被削弱，这令新兴市场央行在货币政策方面有了更多的灵活性”。

　　哥伦比亚比索兑美元周一下跌2%，领跌新兴市场货币。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：李桐

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href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-07/doc-ineskiih1117108.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-07/doc-ineskiih1117108.shtml","article_id":"2525040960","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2525040960","pubTimestamp":1744037700,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利建议投资者增加对新兴市场货币的看跌押注，同时建议增加对当地债券和利率互换的敞口，因预期发展中国家央行将采取更偏鸽派的立场。　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B债券，以及哥伦比亚IBR曲线中受益于利率期货下跌的接收方。　　“美元的避险属性部分被削弱，这令新兴市场央行在货币政策方面有了更多的灵活性”。　　哥伦比亚比索兑美元周一下跌2%，领跌新兴市场货币。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A 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Lord等策略师周一写道；他们建议做多美元兑哥伦比亚比索，同时押注欧元兑波兰兹罗提上涨。\n　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B债券，以及哥伦比亚IBR曲线中受益于利率期货下跌的接收方。\n　　“美元的避险属性部分被削弱，这令新兴市场央行在货币政策方面有了更多的灵活性”。\n　　哥伦比亚比索兑美元周一下跌2%，领跌新兴市场货币。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}