باركلي: تباين السياسات النقدية يعزز سوق الأسهم الأمريكية

Gold Financial reports that on March 26, Barclays analysts stated in a report that due to factors such as divergence in monetary policy maneuvering space, the U.S. monetary policy still provides much greater support for risk assets than Europe. These analysts said: “In terms of monetary policy, the contrast is quite clear: although Europe is more affected by oil shocks, the market still reflects expectations of further tightening policies, while the Federal Reserve has more room to ignore recent energy-driven inflation and tends to ease rather than re-raise interest rates.” They indicated that this policy asymmetry has widened the gap between U.S. and European stock markets. “The U.S. continues to offer a clearer portfolio, including double-digit profit growth, non-cyclical AI-driven capital expenditures, profit margin support, and policy flexibility, which provides reasons to remain optimistic about the U.S. stock market’s performance relative to Europe.” (Zhihui Finance)