SCB CIO มองเงินเฟ้อทั่วโลกเริ่มชะลอลง คาดเฟดคงดอกเบี้ยที่ 5.50%

SCB CIO มองเงินเฟ้อทั่วโลกเริ่มชะลอลง คาดเฟดคงดอกเบี้ยที่ 5.50% - จับตาจีนกระตุ้นศก.

SCB CIO ชี้เงินเฟ้อทั่วโลกเริ่มชะลอตัวลง คาดเฟดคงดอกเบี้ยไว้ที่ 5.50% ในช่วงที่เหลือของปี หลังเศรษฐกิจสหรัฐฯเริ่มชะลอ ส่วนธนาคารกลางยุโรปและอังกฤษ จะปรับขึ้นดอกเบี้ยอีก 2 ครั้ง สู่ระดับ 4% และ 6% ด้านเศรษฐกิจจีนฟื้นช้ากว่าคาด มีโอกาสออกมาตรการกระตุ้นในครึ่งปีหลัง แนะถือหุ้นสหรัฐแต่ทยอยขายหุ้นกลุ่ม Tech สับเปลี่ยนเข้าหุ้น Defensive และทยอยขายหุ้นยุโรปหลังอัตราเงินเฟ้อยืดเยื้อ และดอกเบี้ยยังขึ้นต่อ ส่วนหุ้นที่มี Valuation ถูกได้แก่หุ้นจีน A-share และหุ้นไทย ดร.กำพล อดิเรกสมบัติ ผู้อำนวยการอาวุโส และหัวหน้าทีม

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