“衰退交易”来了！｜海外大类资产周报

华尔街见闻08-04

7月28-8月2日当周，美联储7月FOMC+美国基本面数据疲软+巴菲特大幅减持等影响下，市场由原本的降息交易，转变为担忧基本面恶化，从而引发衰退交易。海外资产波动进一步增加，美债利率全线下行，风险资产整体震荡走低。其中，日、美、英央行先后举行利率决议，日央行宣布加息15bp和缩表，表态超预期“鹰派”，美联储保留9月降息可能性，英央行鹰派降息。市场现在预计，美联储将在年内剩余的三次会议上会有...

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