03:06
Daiwa Securities: Con el reposicionamiento del mercado, el Banco de la Reserva de Nueva Zelanda reducirá gradualmente las tasas de interés, y el repunte de los bonos neozelandeses retrocederá
Daiwa Securities and Singapore strategist Prashant Newnaha believe that as the market reprices, the pace of easing policy adopted by the Reserve Bank of New Zealand will be slower and more stable. The initial bond and swap rate rally may fade, and the Reserve Bank of New Zealand may gradually cut interest rates at future meetings, with the OCR trajectory significantly lower than market expectations. The potential for further interest rate cuts proposed by the Reserve Bank of New Zealand may drive a rebound in the stock market, as the market perceives a greater risk of aggressive easing policies occurring this year.
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