招商宏观: 美股需要看到更多的利好才能继续上行 8月动能或有所衰减

GoldenOctober2024
TRUMP0,09%
MAGA-26,76%

金十数据8月11日讯,招商宏观研报称,海8月7日特朗普提名斯蒂芬·米兰出任美联储理事,并将在近期提名另一名理事,美联储内部似有MAGA化的趋势,为后续降息打开路径。近期美联储官员发言明显偏鸽,若下周7月CPI同比符合市场预期,则美联储有望在8月21-23日Jackson Hole全球央行会议给出降息暗示。但目前9月FOMC降息25BP已被市场充分定价。Q2业绩超预期后,美股需要看到更多的利好才能继续上行,8月动能或有所衰减。

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