Group 1 - The core viewpoint is that after Moody's downgrade of the US credit rating from Aaa to Aa1, major Wall Street banks believe the market can avoid significant volatility related to this downgrade [1] - Following the downgrade, US Treasury bonds experienced a sell-off, with the 30-year Treasury yield surpassing 5%, marking the highest level in 2023 [1] - Analysts from major banks, including JPMorgan and Bank of America, predict only a brief rise in Treasury yields and do not foresee a repeat of the turmoil seen in April [2][2] Group 2 - UBS noted that despite a decline in the stock market post-downgrade, investors may focus on other developments, suggesting that the impact of the downgrade may have already diminished [5] - Morgan Stanley advised investors to buy stocks that have dropped due to the downgrade, believing that strong corporate earnings could drive the S&P 500 index higher again [5]
对于穆迪降级，华尔街大行这么看
Zhi Tong Cai Jing·2025-05-20 02:41