观点 | 衰退预期发酵会制约联储收紧吗？

泓观卓见2022-05-22

美股和美债收益率的大幅回调揭示了市场衰退预期的发酵，然而，经济的实质性衰退而非衰退预期可能是近期联储密切关注的指标。市场：市场对企业盈利能力的担忧引发美股市场剧烈波动。多位联储官员发言支持6月份加息50bp，市场加息预期较为稳定。加息预期较为稳定，大多数市场参与者押注6月份加息50bp。本周（5月16日-5月20日），多位联储官员公开发表演讲称美联储目前最紧迫的问题是通胀，赞成6月份FOMC会议...

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虎英张
2022-05-23
虎英张
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