【贝莱德在关税暂缓后看好美股 仍回避长期美债】金十数据4月15日讯,贝莱德旗下研究部门的策略师表示,尽管仍规避较长期美国国债,但在特朗普政府暂缓对多数贸易伙伴的关税后,他们正在加大风险敞口,并看好美国和日本股市。“短期发生金融事故的风险已经缓解,”贝莱德投资研究院的Jean Boivin、Wei Li、Glenn Purves和Catherine Kress在周一的报告中写道。“对政策的评估使我们得以将战术投资视野重新延长至六到十二个月,并重拾对美股和日股的积极看法。”但该研究团队最确信的观点是保持低配较长期美国国债,“关税可能加剧原本就顽固的通胀,并且上周国会的预算计划强化了财政赤字将持续的预期,”该团队指出。
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