摩根士丹利建議客戶增加對新興市場貨幣的看跌押注

環球市場播報

04-07

　　摩根士丹利建議投資者增加對新興市場貨幣的看跌押注，同時建議增加對當地債券和利率互換的敞口，因預期發展中國家央行將採取更偏鴿派的立場。

　　“我們不認爲外匯市場充分消化了全球經濟衰退，”James Lord等策略師週一寫道；他們建議做多美元兌哥倫比亞比索，同時押注歐元兌波蘭茲羅提上漲。

　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B債券，以及哥倫比亞IBR曲線中受益於利率期貨下跌的接收方。

　　“美元的避險屬性部分被削弱，這令新興市場央行在貨幣政策方面有了更多的靈活性”。

　　哥倫比亞比索兌美元週一下跌2%，領跌新興市場貨幣。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：李桐

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>建議投資者增加對新興市場貨幣的看跌押注，同時建議增加對當地債券和利率互換的敞口，因預期發展中國家央行將採取更偏鴿派的立場。</p>\n<p>　　“我們不認爲外匯市場充分消化了全球經濟衰退，”James Lord等策略師週一寫道；他們建議做多美元兌哥倫比亞比索，同時押注歐元兌波蘭茲羅提上漲。</p>\n<p>　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B債券，以及哥倫比亞IBR曲線中受益於利率期貨下跌的接收方。</p>\n<p>　　“美元的避險屬性部分被削弱，這令新興市場央行在貨幣政策方面有了更多的靈活性”。</p>\n<p>　　哥倫比亞比索兌美元週一下跌2%，領跌新興市場貨幣。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：李桐 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-07/doc-ineskiih1117108.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持倉","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":"摩根士丹利建議投資者增加對新興市場貨幣的看跌押注，同時建議增加對當地債券和利率互換的敞口，因預期發展中國家央行將採取更偏鴿派的立場。　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B債券，以及哥倫比亞IBR曲線中受益於利率期貨下跌的接收方。　　“美元的避險屬性部分被削弱，這令新興市場央行在貨幣政策方面有了更多的靈活性”。　　哥倫比亞比索兑美元週一下跌2%，領跌新興市場貨幣。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan 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