贝莱德BlackRock本周6月19日评论,认为虽然通货膨胀有所疲弱,但利率正常化的趋势是比较强劲的,利好金融类股票。另外,MSCI在今日凌晨4:30即将在其官网宣布是否将A股纳入MSCI新兴市场指数:
Key Points:
1 Long-term yields fell last week mostly in response to another weak U.S. inflation print, yet we still see modestly rising rates ahead.
2 The Federal Reserve raised interest rates as expected and laid out its balance sheet normalization plan. Financial stocks rose.
3 MSCI may announce this week it is adding China A-shares to its indexes, with big implications for emerging market (EM) investors.