台灣金融市場近期聚焦於美國聯準會(Fed)的降息預期,市場分析師李忠泰在「2025投資大趨勢論壇-解碼ETF致勝策略」上表示,預計Fed最快將在9月開始降息,這將對非投資等級債券帶來正面影響。在利率溫和下降的環境下,非投等債券的報酬將優於投等債券和美國公債。
李忠泰強調,川普政府的關稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱稱