Investing.com -- HSBC believes investors should take advantage of the recent market pullback to increase exposure to U.S. equities, citing contrarian buy signals in key sentiment and positioning indicators.After a relief rally in August, concerns about a potential U.S. recession returned last week.
The bank believes inflation is no longer a primary concern, with various measures having eased significantly since April. As a result, the bank expects the Federal Reserve to begin a rate-cutting cycle, starting with a 25-basis-point cut in September. From an asset allocation perspective, HSBC highlights large shifts in sentiment and positioning since mid-July.
The bank is also closing its overweight position in high-yield credit, shifting to neutral on U.S. high-yield bonds, and extending its overweight position in emerging market debt.
ایران آخرین اخبار, ایران سرفصلها
Similar News:همچنین می توانید اخبار مشابهی را که از منابع خبری دیگر جمع آوری کرده ایم، بخوانید.
منبع: Investingcom - 🏆 450. / 53 ادامه مطلب »
منبع: CNBC - 🏆 12. / 72 ادامه مطلب »