美联储即将退市 为黄金投资最佳时机
关键字:黄金投资
整体美国经济形势显著回温,近期联储局官员的发言亦同向认为量化宽松QE退场时机逐渐成熟,9月17至18日的公开操作市场会议上,联储局决议减少每月购债规模的机率相当高,最迟也会在10月开始退场。 QE退场时机逐渐成熟,美国联储局最迟于10月开始退场。
大田環球貴金屬 分析师 表示,这可能会造成美债先跌而后持稳、所有债市皆将受到冲击,与新兴股债市须留意汇兑损失。
除了QE退场,9月还有美国债务上限以及是否对叙利亚出兵、德国国会大选等议题,若市场对QE开始退场反应较大引发债市崩跌,股市震荡将更加剧烈,先锋投顾建议投资人调节、减少手中持有的基金部位,增加现金水位,在市场反应完QE退场后,债市有望出现相对适当的买点,不妨抱持足够现金等待时机到来,而股票型基金唯有黄金投资是目前相对合适的布局目标。
投资人可关注高收益债与美债将出现买点,因震荡过后,美债的收益率以及避险性质将非常具有吸引力;而以美元、欧元等强势货币计价的高收益债券,届时也会出现比当前更便宜的价格。
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本文来源: 大田环球贵金属
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