美联储为何突然“转鹰”？这三张图告诉你答案

智通财经2021-12-02

美联储主席鲍威尔终于含蓄地承认，全球经济存在太多的刺激需求，美联储将不得不加快缩减购债步伐。财经博客Zerohedge指出，美国经济过热是导致通货膨胀的主要因素。如下图所示，美国名义零售额和核心资本货物订单量仍比疫情前趋势水平高出15%，实际零售额较疫情前趋势水平高出8.6%。图一显示：美国零售额比疫情前趋势水平高出15.5%，提前63个月达到疫情前趋势水平；图二显示：美国实际零售额比...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Youn7276
2021-12-03
Youn7276
阅
RomySKT
2021-12-02
RomySKT
[微笑]
- RomySKT:
  [微笑]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2188591312?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","is_english":false,"pubTime":"2021-12-02 14:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2188591312","market":"us","top_or_hot":-1,"title":"美联储为何突然“转鹰”？这三张图告诉你答案","media":"智通财经","content":"<div>\n<p>美联储主席鲍威尔终于含蓄地承认，全球经济存在太多的刺激需求，美联储将不得不加快缩减购债步伐。\n财经博客Zerohedge指出，美国经济过热是导致通货膨胀的主要因素。 如下图所示，美国名义零售额和核心资本货物订单量仍比疫情前趋势水平高出15%，实际零售额较疫情前趋势水平高出8.6%。\n图一显示：美国零售额比疫情前趋势水平高出15.5%，提前63个月达到疫情前趋势水平；\n\n图二显示：美国实际零售额比...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/614030.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储为何突然“转鹰”？这三张图告诉你答案</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储为何突然“转鹰”？这三张图告诉你答案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/614030.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储主席鲍威尔终于含蓄地承认，全球经济存在太多的刺激需求，美联储将不得不加快缩减购债步伐。\n财经博客Zerohedge指出，美国经济过热是导致通货膨胀的主要因素。 如下图所示，美国名义零售额和核心资本货物订单量仍比疫情前趋势水平高出15%，实际零售额较疫情前趋势水平高出8.6%。\n图一显示：美国零售额比疫情前趋势水平高出15.5%，提前63个月达到疫情前趋势水平；\n\n图二显示：美国实际零售额比...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/614030.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4550","symbol_name":"红杉资本持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/614030.html","article_id":"2188591312","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2188591312","pubTimestamp":1638427921,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"美联储主席鲍威尔终于含蓄地承认，全球经济存在太多的刺激需求，美联储将不得不加快缩减购债步伐。\n财经博客Zerohedge指出，美国经济过热是导致通货膨胀的主要因素。 如下图所示，美国名义零售额和核心资","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BK4559":"巴菲特持仓","DOG":"道指反向ETF","DJX":"1/100道琼斯","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF"},"translate_title":"Why did the Federal Reserve suddenly turn into an eagle? These three pictures tell you the answer","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0f468528e180342798f4d15b81b60d08","symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"IVV":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9,".DJI":0.9,"NQmain":0.9,"MNQmain":0.9,"ESmain":0.9,"DXD":0.9,"DOG":0.9,"DJX":0.9,"DDM":0.9,".SPX":0.9,".IXIC":0.9},"content_text":"美联储主席鲍威尔终于含蓄地承认，全球经济存在太多的刺激需求，美联储将不得不加快缩减购债步伐。\n财经博客Zerohedge指出，美国经济过热是导致通货膨胀的主要因素。 如下图所示，美国名义零售额和核心资本货物订单量仍比疫情前趋势水平高出15%，实际零售额较疫情前趋势水平高出8.6%。\n图一显示：美国零售额比疫情前趋势水平高出15.5%，提前63个月达到疫情前趋势水平；\n\n图二显示：美国实际零售额比疫情前趋势水平高出8.6%，提前54个月达到疫情前趋势水平；\n\n图三显示：核心资本货物订单量比疫情前趋势水平高出14.6%；\nZerohedge表示，事后看来，全球政策制定者推出太多刺激措施了，但这肯定比经济萧条要好。\nZerohedge认为，现在是联邦公开市场委员会(FOMC)终于开始关注由“货币供应链”引起的问题的时候了，而不是将经济失衡归咎于“供应链问题”，而且他们似乎已经做到了。 \n如果需求不是那么强劲，供应链问题早就解决了，洛杉矶港和长滩港也不会长时间拥堵。\n如上图所示，在大流行期间，供应链很早就断裂了，因为上游供应商受到终端需求剧烈波动的打击。\nZerohedge预计，美联储将继续缩减，直到出现问题，从而导致逆转和出现新的货币制度。不过，这个拐点还很遥远。","kind":null,"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":601910801,"gmtCreate":1638480038925,"gmtModify":1638480048621,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601910801","repostId":2188591312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603719329,"gmtCreate":1638451693071,"gmtModify":1638451693071,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579783453007050","idStr":"3579783453007050"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603719329","repostId":2188591312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6815546,"gmtCreate":1638451706275,"gmtModify":1638451706350,"authorId":3579783453007050,"author":{"id":3579783453007050,"idStr":"3579783453007050","authorId":3579783453007050,"name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603719329,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":26,"commentSize":2,"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":"4.29.2","shortVersion":"4.29.2","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/2188591312"}