美联储官宣缩表规模小于市场预期，美股和美债价格涨幅扩大、美元跌幅扩大

华尔街见闻2022-05-05

5月4日周三，美联储与市场预期一致宣布加息50个基点，是连续第二次会议宣布加息，也是2000年以来的美国最大加息幅度。美联储还宣布，将从6月开始以每个月475亿美元的速度缩表，小于此前市场预期的每个月950亿美元缩表幅度。市场高度关注决议公布半小时后举行的美联储主席记者会，如果鲍威尔谈及收紧货币政策可能引发经济放缓的担忧，这将制造进一步的鹰派意外。分析指出，市场基本计价入了6月也加息50个...

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

haha0710
2022-05-05
haha0710
解散美联储

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2233500789?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-05-05 02:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2233500789","market":"us","top_or_hot":-1,"title":"美联储官宣缩表规模小于市场预期，美股和美债价格涨幅扩大、美元跌幅扩大","media":"华尔街见闻","content":"<div>\n<p>5月4日周三，美联储与市场预期一致宣布加息50个基点，是连续第二次会议宣布加息，也是2000年以来的美国最大加息幅度。\n美联储还宣布，将从6月开始以每个月475亿美元的速度缩表，小于此前市场预期的每个月950亿美元缩表幅度。\n市场高度关注决议公布半小时后举行的美联储主席记者会，如果鲍威尔谈及收紧货币政策可能引发经济放缓的担忧，这将制造进一步的鹰派意外。\n分析指出，市场基本计价入了6月也加息50个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3658509\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>美联储官宣缩表规模小于市场预期，美股和美债价格涨幅扩大、美元跌幅扩大</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美联储官宣缩表规模小于市场预期，美股和美债价格涨幅扩大、美元跌幅扩大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 02:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3658509><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月4日周三，美联储与市场预期一致宣布加息50个基点，是连续第二次会议宣布加息，也是2000年以来的美国最大加息幅度。\n美联储还宣布，将从6月开始以每个月475亿美元的速度缩表，小于此前市场预期的每个月950亿美元缩表幅度。\n市场高度关注决议公布半小时后举行的美联储主席记者会，如果鲍威尔谈及收紧货币政策可能引发经济放缓的担忧，这将制造进一步的鹰派意外。\n分析指出，市场基本计价入了6月也加息50个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3658509\">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":"DJX","symbol_name":"1/100道琼斯","start_time":0,"source_url":"https://wallstreetcn.com/articles/3658509","article_id":"2233500789","we_media_id":null,"thumbnails":[],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3658509","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2233500789","pubTimestamp":1651687690,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"美股涨幅扩大，道指短线涨100点，日内至涨超200点或涨0.6%，标普500指数涨幅扩大至0.7%，纳指涨幅扩大至0.6%，罗素小盘股保持跌0.5%。10年期美债收益率涨幅继续收窄至1.5个基点，交投2.97%，两年期美债收益率涨幅也短线收窄至近2个基点，交投2.79%，失守2.80%关口。美元指数跌幅扩大至0.3%，交投103.18。现货黄金涨幅扩大至0.2%，交投1871美元。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","SPY":"标普500ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","BK4534":"瑞士信贷持仓","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DDM":"道指两倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","BK4559":"巴菲特持仓","TLT":"20+年以上美国国债ETF-iShares","SDS":"两倍做空标普500ETF","GOVT":"iShares安硕核心美国国债ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","OEX":"标普100","SQQQ":"纳指三倍做空ETF","BND":"债券指数ETF-Vanguard美国","BK4581":"高盛持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF"},"translate_title":"The scale of the Fed's official announcement was smaller than market expectations, the price increase of US stocks and US bonds expanded, and the decline of the US dollar expanded","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,".DJI":1,"SPY":1,"BND":1,"IEF":0.6,"UPRO":0.6,"IEI":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHY":0.6,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TLT":0.6,"TQQQ":0.6,"UDOW":0.6,"DOG":0.6,".SPX":0.6,"DDM":0.6,"DJX":0.6,"GOVT":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"NQmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6},"content_text":"5月4日周三，美联储与市场预期一致宣布加息50个基点，是连续第二次会议宣布加息，也是2000年以来的美国最大加息幅度。\n美联储还宣布，将从6月开始以每个月475亿美元的速度缩表，小于此前市场预期的每个月950亿美元缩表幅度。\n市场高度关注决议公布半小时后举行的美联储主席记者会，如果鲍威尔谈及收紧货币政策可能引发经济放缓的担忧，这将制造进一步的鹰派意外。\n分析指出，市场基本计价入了6月也加息50个基点，甚至有人猜测未来四次FOMC会议每次都加息50个基点。投资者押注到年底美联储加息250个基点，到2023年底加息至3.6%。\n美东下午2点FOMC决议公布后，美股和美债价格涨幅扩大、美元跌幅扩大：\n\n美股涨幅扩大，道指短线涨100点，日内至涨超200点或涨0.6%，标普500指数涨幅扩大至0.7%，纳指涨幅扩大至0.6%，罗素小盘股保持跌0.5%。\n\n10年期美债收益率涨幅继续收窄至1.5个基点，交投2.97%，两年期美债收益率涨幅也短线收窄至近2个基点，交投2.79%，失守2.80%关口。\n\n美元指数跌幅扩大至0.3%，交投103.18。现货黄金涨幅扩大至0.2%，交投1871美元。\n\n\n美联储5月FOMC货币政策公布前，美股反弹、美元跌黄金转涨、美债收益率齐涨：\n\n美股周三集体高开，但盘初迅速走低，标普500指数大盘和科技股居多的纳指刷新转跌，道指午盘也转跌。美联储议息决议公布前，标普和道指反弹转涨，纳指也更接近平盘。\n决议公布前5分钟，道指涨超百点或涨0.4%，标普涨0.4%，纳指和纳指100也转涨0.3%，价值股居多的罗素2000小盘股指数跌0.5%，表现相对最差。明星科技股仅亚马逊和奈飞跌。\n若最终收涨，标普大盘、道指和纳指100均将连涨三日，纳指和罗素小盘股则止步两日连涨。\n美债收益率因加息预期普涨。10年期基债收益率最高升5.3个基点，日高一度升破3%，昨日曾为2018年底以来首次突破这一关口。决议公布前5分钟交投2.98%，涨幅收窄至2个基点。\n对货币政策更敏感的两年期美债收益率最高升逾7个基点并升破2.84%，决议公布前交投不足2.81%，涨幅收窄至4个基点。5年期和30年期收益率均保持高于3%，5年/10年期曲线倒挂。\n衡量美元兑六种主要货币的一篮子美元指数DXY进一步跌离二十年高位，决议公布前5分钟跌0.1%至103.35，连跌两日但站稳103关口上方，一周前曾升至逼近104的2002年以来最高。\n伴随美元走弱，现货黄金原本跌近7美元或跌0.4%，美股午盘后转而微涨，决议公布前5分钟重新微跌，交投1867美元。但美联储激进收紧政策预期仍令金价承压。\n有分析称，若美联储FOMC声明措辞偏向鹰派，黄金将进一步下跌，如果前瞻指引保持不变，黄金可能因美元下跌而短线反弹至1880美元。\n\n（持续更新中）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":616823056,"gmtCreate":1651688554981,"gmtModify":1651714575294,"author":{"id":"3550463007822516","authorId":"3550463007822516","name":"haha0710","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":3,"crmLevelSwitch":0},"htmlText":"解散美联储","listText":"解散美联储","text":"解散美联储","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616823056","repostId":2233500789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":1,"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":"4.25.1","shortVersion":"4.25.1","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/2233500789"}