需要美联储降息吗？美国金融市场早就抵消了“加息”

华尔街见闻2023-07-29

“如果你需要钱，你就能得到”——宽松的市场粉碎了美联储紧缩的努力。美股飙涨，美债收益率下降，美国企业的融资似乎比预期的要容易得多。根据《金融时报》周六报道，美联储加息的大部分影响已被抵消，高盛金融状况指数为美联储自2022年5月开始加息50个基点以来“最宽松”。虽然美联储在过去9个月中持续大幅加息，但金融状况却没有任何收紧，交易员们都在“对抗”美联储。美联储主席鲍威尔也意识到了这一点，在本周...

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

蓝白红黑的间条衫
2023-07-30
蓝白红黑的间条衫
华尔街见闻这个美股闹餐黑子的日常！ 👽👽👽
萧谭
2023-07-29
萧谭
美国至少是去年以来就在淡化金融监管，强化加息缩表，这才造就的美式短暂繁荣泡沫！
- 蓝白红黑的间条衫:
  好面子双标王大锅人基操！
  👽👽👽

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2355696266?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","is_english":false,"pubTime":"2023-07-29 12:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2355696266","market":"hk","top_or_hot":-1,"title":"需要美联储降息吗？美国金融市场早就抵消了“加息”","media":"华尔街见闻","content":"<div>\n<p>“如果你需要钱，你就能得到”——宽松的市场粉碎了美联储紧缩的努力。\n美股飙涨，美债收益率下降，美国企业的融资似乎比预期的要容易得多。根据《金融时报》周六报道，美联储加息的大部分影响已被抵消，高盛金融状况指数为美联储自2022年5月开始加息50个基点以来“最宽松”。\n虽然美联储在过去9个月中持续大幅加息，但金融状况却没有任何收紧，交易员们都在“对抗”美联储。美联储主席鲍威尔也意识到了这一点，在本周...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694365\">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>需要美联储降息吗？美国金融市场早就抵消了“加息”</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需要美联储降息吗？美国金融市场早就抵消了“加息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-29 12:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694365><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“如果你需要钱，你就能得到”——宽松的市场粉碎了美联储紧缩的努力。\n美股飙涨，美债收益率下降，美国企业的融资似乎比预期的要容易得多。根据《金融时报》周六报道，美联储加息的大部分影响已被抵消，高盛金融状况指数为美联储自2022年5月开始加息50个基点以来“最宽松”。\n虽然美联储在过去9个月中持续大幅加息，但金融状况却没有任何收紧，交易员们都在“对抗”美联储。美联储主席鲍威尔也意识到了这一点，在本周...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694365\">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":"IVV","symbol_name":"标普500指数ETF","start_time":0,"source_url":"https://wallstreetcn.com/articles/3694365","article_id":"2355696266","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3694365","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2355696266","pubTimestamp":1690606286,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"“如果你需要钱，你就能得到”——宽松的市场粉碎了美联储紧缩的努力。美股飙涨，美债收益率下降，美国企业的融资似乎比预期的要容易得多。根据《金融时报》周六报道，美联储加息的大部分影响已被抵消，$高盛 $金融状况指数为美联储自2022年5月开始加息50个基点以来“最宽松”。虽然美联储在过去9个月中持续大幅加息，但金融状况却没有任何收紧，交易员们都在“对抗”美联储。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","OEX":"标普100","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","BK4588":"碎股","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","SPXU":"三倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4504":"桥水持仓","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF"},"translate_title":"Do you need the Fed to cut interest rates? The US financial market has long offset the \"rate hike\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d25d5102041abd9a0a8e795f72469cca","symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,".DJI":1,"SPY":1,"IVV":0.6,"UPRO":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,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,".SPX":0.6,"NQmain":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6},"content_text":"“如果你需要钱，你就能得到”——宽松的市场粉碎了美联储紧缩的努力。\n美股飙涨，美债收益率下降，美国企业的融资似乎比预期的要容易得多。根据《金融时报》周六报道，美联储加息的大部分影响已被抵消，高盛金融状况指数为美联储自2022年5月开始加息50个基点以来“最宽松”。\n虽然美联储在过去9个月中持续大幅加息，但金融状况却没有任何收紧，交易员们都在“对抗”美联储。美联储主席鲍威尔也意识到了这一点，在本周接受采访时表示，如果金融条件变得更加宽松，美联储可能需要做得更多。\n宽松的条件反映了投资者的观点，即“美联储实际上已经完成加息”，而市场这么认为的原因是近几个月来通胀率已大幅下降。\n国元证券将这种表现称之为“隐形的降息：美国的加息逆转交易早已开始”，其在报告中指出：\n美国经济基本面向下，和不断加速的股指之间存在方向上的分裂，美国的加息反转交易已经开始。\n美国的各种通胀指标都是在去年三季度见顶，此后美国的通胀一路向下，这给了加息反转交易最大的底气，大家交易的不是政策，而是通胀本身；\n美联储今年的操作是一边加息，一边加速投放流动性，这给了市场另一层底气。\n值得警惕的是，金融条件越“宽松”，就越有可能出现新的泡沫，资产价格重新膨胀，美联储被迫在更长的时间内维持高利率。\n富兰克林邓普顿固定收益首席信息官Sonal Desai指出：\n现实情况是，金融环境已经放松，我们已经有效地消除了大约450个基点的加息。金融条件足以让我们回到去年3月，随着市场逐渐相信美国不会出现经济衰退，需求将保持强劲，这意味着将没有任何降息的必要。\n目前，市场将密切关注下周一将公布的SLOOS调查（高级贷款专员意见调查），此前美联储的上一份季度报告显示，贷款标准收紧的趋势仍在延续。","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":203481843142760,"gmtCreate":1690708261774,"gmtModify":1690708262950,"author":{"id":"3546057439648684","authorId":"3546057439648684","name":"蓝白红黑的间条衫","avatar":"https://static.tigerbbs.com/64ded5db61c69b7abc937bc62d16afdd","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3546057439648684","authorIdStr":"3546057439648684"},"htmlText":"华尔街见闻这个美股闹餐黑子的日常！ 👽👽👽","listText":"华尔街见闻这个美股闹餐黑子的日常！ 👽👽👽","text":"华尔街见闻这个美股闹餐黑子的日常！ 👽👽👽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203481843142760","repostId":2355696266,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":203151307555080,"gmtCreate":1690627644606,"gmtModify":1690627646089,"author":{"id":"3581291136225075","authorId":"3581291136225075","name":"萧谭","avatar":"https://static.tigerbbs.com/d1bc3b80b063ea63a981afbde03496a7","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":1,"crmLevelSwitch":0,"idStr":"3581291136225075","authorIdStr":"3581291136225075"},"htmlText":"美国至少是去年以来就在淡化金融监管，强化加息缩表，这才造就的美式短暂繁荣泡沫！","listText":"美国至少是去年以来就在淡化金融监管，强化加息缩表，这才造就的美式短暂繁荣泡沫！","text":"美国至少是去年以来就在淡化金融监管，强化加息缩表，这才造就的美式短暂繁荣泡沫！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/203151307555080","repostId":2355696266,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8050722,"gmtCreate":1690708314021,"gmtModify":1690708317714,"authorId":3546057439648684,"author":{"id":3546057439648684,"idStr":"3546057439648684","authorId":3546057439648684,"name":"蓝白红黑的间条衫","avatar":"https://static.tigerbbs.com/64ded5db61c69b7abc937bc62d16afdd","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":203151307555080,"type":1,"supId":0,"prevId":0,"content":"好面子双标王大锅人基操！<br>\n👽👽👽","text":"好面子双标王大锅人基操！<br>\n👽👽👽","html":"好面子双标王大锅人基操！<br>\n👽👽👽"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":1,"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/2355696266"}