美股周四收盘点评: 销售数据超预期，美股大涨

宏观对冲陈凯丰...08-16

来源：宏观对冲陈凯丰Kevin投资者对本周公布的经济数据持谨慎态度，这是美联储主席鲍威尔下周在杰克逊霍尔发表备受期待的讲话之前的最后一组经济指标。亚特兰大联储主席博斯蒂克表示，他对9月降息持开放态度，而圣路易斯联储主席穆萨莱姆表示，美联储开始放松货币政策的时机可能已经临近。数据公布后，两年期和十年期美国国债收益率上涨，交易员对美联储降息 25 个基点的押注升至 76.5%，而数据公布前为 65%。...

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