美联储一次性“抽水”5000亿美元！市场能承受住吗？

上海证券报2021-06-10

为清理市场过剩的流动性，美联储一项用于控制短期利率的工具需求飙升至创纪录水平。当地时间周三披露的数据显示，美联储逆回购操作吸纳了5030亿美元现金，连续三天刷新纪录。由于投资者仍在焦急等待即将披露的通胀数据，以寻找美联储何时会收紧其“鸽派”货币政策的线索，美股当日在平盘上下拉锯。不过，业内人士认为，当前美国金融市场依然充斥大量流动性，美联储或需要启用相关政策工具“抽水”。逆回购吸纳超...

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IvySim
2021-06-10
IvySim
[呆住] [呆住]
Vivi911
2021-06-10
Vivi911
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dkpoh
2021-06-10
dkpoh
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Can the market bear it?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a93af420b2b97f04411ab9ed5c774d39","symbols_score_info":{"161125":0.9,"PSQ":0.9,"UPRO":0.9,"UDOW":0.9,"TQQQ":0.9,"SPY":0.9,"SPXU":0.9,"SDS":0.9,"SDOW":0.9,"QQQ":0.9,"QID":0.9,".DJI":0.9,"OEX":0.9,"OEF":0.9,"MNQmain":0.9,"IVV":0.9,"ESmain":0.9,"DOG":0.9,"DJX":0.9,".IXIC":0.9},"content_text":"为清理市场过剩的流动性，美联储一项用于控制短期利率的工具需求飙升至创纪录水平。\n当地时间周三披露的数据显示，美联储逆回购操作吸纳了5030亿美元现金，连续三天刷新纪录。\n由于投资者仍在焦急等待即将披露的通胀数据，以寻找美联储何时会收紧其“鸽派”货币政策的线索，美股当日在平盘上下拉锯。\n不过，业内人士认为，当前美国金融市场依然充斥大量流动性，美联储或需要启用相关政策工具“抽水”。\n逆回购吸纳超5000亿美元资金\n当地时间周三，美联储隔夜逆回购工具共吸纳约5030亿美元资金，首次站上5000亿美元关口，并且连续第三天刷新纪录。\n该工具是货币市场基金等交易对手将现金存入央行的方式。\nCurvature证券的固定收益和回购业务执行副总裁斯考特认为，逆回购越来越受欢迎可能表明美联储“向市场注入了过多现金，它会直接回到美联储。”\n“美联储逆回购操作是回收市场过剩流动性，目前美国银行体系超额储备规模接近4万亿美元，美元市场接近零融资成本，这种极端宽松流动性环境主要是此前美国极端宽松的货币和财政政策造成的。”光大银行金融市场部分析师告诉上海证券报记者。\n政策制定者今年通过放宽资格规定及将每日操作限额从每位用户300亿美元提高到800亿美元，从而扩大了该工具的使用范围。\n美联储或继续回收过剩流动性\n研究公司Wrightson Icap本周初预估数据显示，一周内美联储的储备余额和逆回购额将增加1200亿美元，预计银行将消化三分之二的现金储备，隔夜逆回购使用量将在一周内增加400亿美元。\n“随着美国疫情影响舒缓，经济活动限制减少、内需复苏，美联储可能继续回收过剩流动性，让市场利率重新回到‘利率走廊’，避免市场配置资源扭曲。”周茂华说。\n有分析人士认为，美国金融体系资金过多可能迫使美联储调整货币政策，下一步可能采取的行动包括，提高充当美联储政策利率联邦基金利率走廊上限的超额准备金利率，另一个是提高美联储的隔夜逆回购工具利率，也就是联邦基金利率走廊的下限。\n美国银行策略师卡巴纳（Mark Cabana）和奥利维亚（Olivia Lima）在一份报告中称，即便美联储调整超额准备金利率和逆回购利率，也仅仅是缓解货币市场利率压力的短期解决方案。长时间来，策略师认为美联储将超额准备金利率提高5个基点至15个基点，将隔夜逆回购利率提高2至3个基点。\n投资者等待通胀数据出炉\n在业内看来，美元流动性回收加之经济、通胀前景改善，利好美元，但预计美联储在就业市场取得实质性进展前，会尽量避免市场对美联储提前减少购债的预期持续升温。\n衡量美元对六种主要货币的美元指数9日上涨0.05%，在汇市尾市收于90.1206。\n而伴随投资者等待将于当地时间周四出炉的通胀数据，美国股市未出现特别明显的波动。在周三的交易中，美股三大股指小幅走低。道指跌0.44%，标普500指数跌0.18%，纳斯达克指数跌0.09%。\n标普500指数11个主要板块中，医疗保健股涨幅最大，达到1%。金融及工业板块均下跌超过1%。\n近两日热门的散户抱团股中，游戏驿站在盘后公布的财报显示，该公司季度每股亏损1.01美元，且美国证监会正在调查该公司证券交易活动。受此影响，游戏驿站的股价在盘后一度下跌约10%。\n此外，GEO Group收涨逾38%，清洁能源收涨逾31%，而周三收涨近86%的Clover Health收跌23.6%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":183012607,"gmtCreate":1623293500909,"gmtModify":1634034871584,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579811671570199","authorIdStr":"3579811671570199"},"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183012607","repostId":1164339913,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":189742746,"gmtCreate":1623290875985,"gmtModify":1631889276403,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3573265397745438","authorIdStr":"3573265397745438"},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189742746","repostId":1164339913,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":189746509,"gmtCreate":1623290838301,"gmtModify":1634034906165,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189746509","repostId":1164339913,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1164339913"}