瑞银:明年下半年全球经济或将显着复苏
瑞银全球财富管理投资办公室亚太地区资产配置主管Adrian Zuercher表示,随着美中贸易战缓和以及各国央行推出宽松货币政策,全球经济将在明年下半年显着复苏,
Zuercher表示,虽然美国经济实际上已经放慢,但目前认为美中能达成首阶段协议的机会很大,而且美国12月向中国加徵的关税或将被推迟甚至被取消,这足以推动经济缓慢复苏,相信明年下半年全球经济会见改善。
Zuercher提到,自从美中於去年初开始贸易战以来,亚洲经济一直呈下行趋势,但贸易战并不是导致全球经济放缓的唯一因素,因当时各国央行亦开始撤消部分刺激措施,并开始积极缩减全球资产负债表。
他补充,随着世界各地的央行已经重回扩大资产负债表及降低利率,这将对全球经济产生积极影响。
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