國信證券:海外市場流動性短期內難以大幅收緊
中證(zheng)網(wang)訊(記者 胡雨)8月(yue)(yue)24日國(guo)(guo)信證(zheng)券發布研報稱,整體來看,7月(yue)(yue)份海(hai)(hai)外(wai)市(shi)(shi)場流動(dong)性(xing)(xing)較(jiao)偏寬松(song),而(er)最新的美(mei)(mei)聯儲(chu)(chu)議息會議紀要(yao)顯示,如果經(jing)(jing)濟(ji)持續(xu)復蘇(su),美(mei)(mei)聯儲(chu)(chu)將(jiang)開始考(kao)慮削減購(gou)債,這是(shi)去年疫情(qing)來美(mei)(mei)聯儲(chu)(chu)首次明(ming)確討論縮(suo)減購(gou)債。國(guo)(guo)信證(zheng)券指出(chu),雖然隨(sui)著經(jing)(jing)濟(ji)逐漸復蘇(su),各國(guo)(guo)央行(xing)貨(huo)幣(bi)政策將(jiang)逐漸回(hui)歸(gui)常態(tai)化,流動(dong)性(xing)(xing)最為寬松(song)的階(jie)段已經(jing)(jing)過去,但目前(qian)G7國(guo)(guo)家(jia)為代表的全球主要(yao)市(shi)(shi)場利率仍在下(xia)行(xing)并(bing)且(qie)處(chu)于歷(li)史較(jiao)低(di)位(wei),表明(ming)當(dang)前(qian)海(hai)(hai)外(wai)流動(dong)性(xing)(xing)也并(bing)未因緊(jin)縮(suo)預期而(er)受到明(ming)顯影響,海(hai)(hai)外(wai)市(shi)(shi)場流動(dong)性(xing)(xing)短期內同(tong)樣難以出(chu)現大幅(fu)收緊(jin)。