景顺：美联储看法或过于保守 预计今年降息1至2次
景顺亚太区(日本除外)环球市场策略师赵耀庭表示，或令美元汇价走势转弱和债市波动，在通胀放缓下，建议持续关注核心个人消费支出(PCE)数据及就业市场数据。
赵耀庭指出，最新点阵图显示美国降息周期被延后，但未来两年半内降息次数的预期未有改变，仍然是9次。美联储将今年底的核心PCE预测中值从2.6%上调至2.8%，鉴于最近的CPI数据好过预期，认为美联储是在向市场发出“不要指望短期内会降息”的讯号，美联储看法或过于保守。
他预期，今年下半年全球经济增长将趋于稳定，部分经济体增速加快，通胀整体持续放缓，不少发达国家都开始实行宽松政策，预期实质薪酬水平增长亦会加快。
据悉，景顺目前倾向选择配置于周期性股份，包括价值股及小型股，看好除美国以外的发达市场和新兴市场股市；固收方面优先选择更高品质的非投资级别债券以及新兴市场本币和强势货币债券。
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