09/21/2024, 04:40 PM UTC
房地美：美联储提前重启流动性列车可能带来麻烦（评级下调）Realty Income: Restarting Fed's Liquidity Train Early Could Mean Trouble (Rating Downgrade)
1、美联储激进的0.5%降息可能使美元贬值，可能导致通货膨胀和商品价格上涨，同时破坏美国金融体系。2、由于通货膨胀和长期利率上升的可能性，房地美的估值面临风险，这会影响消费者支出和零售物业租赁需求。3、作者将房地美的评级从买入下调至持有，等待对经济方向的更清晰了解，以及显著的价格下跌以打开更好的风险回报入场点。1. The Fed's aggressive 0.5% rate cut risks devaluing the dollar, potentially spiking inflation and commodity prices, while destabilizing the U.S. financial system. 2. Realty Income's valuation is at risk due to the potential for rising inflation and long-term interest rates, impacting consumer spending and retail property lease demand. 3. The author downgrades Realty Income from Buy to Hold, waiting for better clarity on the direction of the economy and/or a significant price decline to open a better risk-reward entry.
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