Donald Trump's Win Positive For Financials, Energy Sector As 'Pro-Growth Effects Will Outweigh Inflationary Pressures,' Says Analyst
Donald Trump's Win Positive For Financials, Energy Sector As 'Pro-Growth Effects Will Outweigh Inflationary Pressures,' Says Analyst
特朗普概念的胜利对金融和能源板块是积极的，因为"支持增长的效果将超过通货膨胀压力，"分析师表示。
Donald Trump's win is positive for the financial and energy sectors as the "pro-growth effects of fiscal stimulus currently outweigh the inflationary risks in the near term" according to an analyst.
特朗普概念的胜选对金融和能源板块是积极的，根据一位分析师称，“财政刺激的促增长效应目前超过了短期内的通货膨胀风险”。
What Happened: Mario Georgiou, CFA and executive director, head of investments at InCred Global Wealth U.K., in an exclusive conversation with Benzinga, described tax cuts and deregulation as tailwinds to the markets. He considers inflationary policies such as tariffs and immigration impacts as headwinds, leading to a steepening yield curve, and higher term premiums.
发生了什么：InCred全球财富英国的首席投资董事Mario Georgiou, CFA，在与Benzinga的独家对话中，将减税和放松监管描述为市场的有利因素。他认为像关税和移民影响这样的通货膨胀政策是市场的不利因素，导致收益曲线陡峭化和更高的期限奖金。
"Financials offer an attractive risk-reward and that this recent post-election...
“金融板块提供了有吸引力...
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