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摩根大通称收益率飙升不伤股市
摩根大通策略师Matejka认为债券收益率飙升不会持久伤害股市,经济与盈利强劲将支撑股价。
原推
JPMORGAN: BOND YIELD SPIKE WON’T DERAIL STOCKS
JPMorgan says the recent surge in bond yields should not cause lasting damage to equities, expecting yields to retreat from current highs.
Strategist Mislav Matejka sees resilient economic growth and strong corporate earnings supporting stocks, while arguing inflation should remain contained.
JPMorgan also believes much of the French political risk is already priced into the CAC 40.
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