Bank Stocks Hit Inflection Point After Fed's 50 Basis Point Cut, Analyst Reveal Top Picks
Bank Stocks Hit Inflection Point After Fed's 50 Basis Point Cut, Analyst Reveal Top Picks
在美联储降低50个基点后，银行股迎来拐点，分析师揭示了前几个选择
The Federal Reserve's decision to reduce interest rates by 50 basis points on Wednesday has set the stage for a notable shift, particularly in the banking sector among mid- and small-cap banks.
美联储周三决定将利率下调50个基点，这为银行业中小型银行特别是银行业银行创造了一个明显的转折点。
With rates expected to drop further over the next two years, JPMorgan analyst Steven Alexopoulos believes this marks a crucial inflection point. This and further cuts should help boost banks' net interest margins (NIMs) while reigniting commercial loan demand. The steepening yield curve and easing credit concerns will help banks recalibrate deposit costs, improving performance across various segments.
预计在未来两年内，随着利率进一步下降，JPMorgan的分析师Steven Alexopoulos认为，这标志着一个关键的转折点。这一次和进一步的降息应该有助于提高银行的净利差，同时重新点燃商业贷款需求。陡峭的收益曲线和放松的信用担忧将帮助银行重新调整存款成本，提高各个板块的业绩。
Let's break down the investment opportunities among large...
让我们根据Alex...
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