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美國銀行策略師Hartnett建議做多美股消費股
金色财经报道,3月27日,美国银行策略师Michael Hartnett表示,投资者应买入消费类股票,来押注美国努力防止经济陷入衰退之际的“政策恐慌”。这位策略师在一份客户报告中说,一旦中东冲突得到解决,美国总统唐纳德·特朗普很可能会推动一些举措,保护美国消费者免受经济下滑冲击,并维持他在选民中的支持率。Hartnett表示:“我们认为将会出现旨在避免衰退的政策恐慌。”他说,特朗普会寻求在“战后转向,以解决负担能力问题和支持率下滑”。