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.
一位分析師表示,唐納德·特朗普的勝利對金融和能源行業是積極的,因爲 「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:英國Incred Global Wealth Cfa兼執行董事兼投資主管Mario Georgiou在與本辛加的獨家對話中將減稅和放松管制描述爲市場的利好因素。他認爲關稅和移民影響等通貨膨脹政策是不利因素,導致收益率曲線變陡和定期保費上漲。
"Financials offer an attractive risk-reward and that this recent post-election...
喬治歐補充說:「金融業提...
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