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嘉信理财:即便美联储多次加息,美国经济仍有望保持稳健

2026-10-29 01:51:00

ChainCatcher 消息,据嘉信理财宏观研究与策略主管凯文·戈登表示,当前经济背景对于美联储加息仍相对有利,即便进入多次加息周期,美国经济大概率仍能保持稳健。

他指出,加息周期往往伴随较大市场波动。据其援引的历史数据,美联储开启加息周期后的12个月内,标普500指数平均最大跌幅超过10%。

分析同时指出,利率政策只是影响股价的因素之一。目前,AI 领域的投资及油价上涨引发的通胀,似乎是驱动股市的主要因素。

解读
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