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
特朗普概念的勝選對金融、能源板塊積極影響，「促增長效應將抵消通脹壓力」，分析師表示
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.
特朗普概念的勝選對金融和能源板塊是積極的，根據一位分析師稱，「財政刺激的促增長效應目前超過了短期內的通貨膨脹風險」。
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.
發生了什麼：InCred全球財富英國的首席投資董事Mario Georgiou, CFA，在與Benzinga的獨家對話中，將減稅和放鬆監管描述爲市場的有利因素。他認爲像關稅和移民影響這樣的通貨膨脹政策是市場的不利因素，導致收益曲線陡峭化和更高的期限獎金。
"Financials offer an attractive risk-reward and that this recent post-election...
「金融板塊提供了有吸引力...
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