Morgan Stanley empfiehlt, in US-Staatsanleihen Long zu gehen und auf Anleihen zu wetten, die die Inflation schlagen und Werterhalt bieten.

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Goldman Sachs has reported that Morgan Stanley strategist suggests clients ‘Shorten’ 10-year inflation-protected government bonds (TIPS) and buy 10-year US Treasuries to profit from potential reversal of inflation cooling and the balance of profit and loss. Strategists like Aryaman Singh suggest betting that the 10-year breakeven inflation rate will fall from the current level of around 2.4% to 2.15%, with a Stop-Loss target set at 2.5%. With the cooling of inflation, they expect the decline in government bond yields to be faster than TIPS yields.

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Kenji_gohvip
· 2025-01-28 17:44
Das ist gut... Gute Nachrichten
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