哆頭散幹的ZHAO
06-07
又出来说鬼话了
CPI数据将无力回天?分析师:美联储7月降息大门已关!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":314339588403384,"tweetId":"314339588403384","gmtCreate":1717773894164,"gmtModify":1717773896267,"author":{"id":3485438763111677,"authorId":3485438763111677,"authorIdStr":"3485438763111677","name":"哆頭散幹的ZHAO","avatar":"https://static.tigerbbs.com/680b394f124f82540c0239ffcf851f9e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.83%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2908,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>又出来说鬼话了</p></body></html>","htmlText":"<html><head></head><body><p>又出来说鬼话了</p></body></html>","text":"又出来说鬼话了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/314339588403384","repostId":2441441067,"repostType":4,"repost":{"id":"2441441067","pubTimestamp":1717773661,"share":"https://www.laohu8.com/m/news/2441441067?lang=&edition=full","pubTime":"2024-06-07 23:21","market":"us","language":"zh","title":"CPI数据将无力回天?分析师:美联储7月降息大门已关!","url":"https://stock-news.laohu8.com/highlight/detail?id=2441441067","media":"金十数据","summary":"顶级经济学家表示,美联储官员们将暗示今年只有一次降息。","content":"<html><head></head><body><p>剑桥大学皇后学院院长、安联前首席经济学家穆罕默德·埃尔-埃里安(Mohamed El-Erian)表示,<strong>美国</strong><strong>5月就业数据强于预期,关上了美联储7</strong><strong>月降息的大门</strong>。</p>\n<p>埃里安周五在接受采访时表示,<strong>这份报告在对员工需求和工资支付方面表现非常强劲。</strong></p>\n<p>5月份的非农就业人数增速远超预期,非农就业人数上个月攀升至27.2万,高于经济学家预测的18万,4月份的数据小幅下修至16.5万。失业率微升至4%,工资环比增速则从4月份的0.2%加速至超出预期的0.4%。</p>\n<p>埃里安表示:“<strong>无论下周消费者价格指数(</strong><strong>CPI)数据如何,这确实关上了7</strong><strong>月降息的大门。</strong>有了这些数据,他们不可能在7月降息或发出降息信号。”</p>\n<p>他补充说,“但退一步来说,如果思考一下如何与其他数据进行协调的问题,故事就变得有趣多了。你看到的情况是<strong>,回顾性的数据很强劲,前瞻性的数据很疲软。</strong>我们必须设法调和这两者之间的矛盾。”</p>\n<p>下周,美联储将在5月CPI数据发布后结束为期两天的政策会议。结合5月就业报告,这些数据将指导美联储更新其对今年剩余时间和2025年的经济及利率预测。</p>\n<p>美联储官员们在3月份通过所谓的“点阵图”暗示今年将有三次降息,<strong>交易员们将关注他们是否会下调这一预测,以及他们将多大程度上上调当前</strong><strong>2.6%的长期利率预测。</strong></p>\n<p>埃里安预计,<strong>负责制定政策的联邦公开市场委员会(</strong><strong>FOMC</strong><strong>)会暗示今年只有一次降息</strong>,并称美联储主席鲍威尔“将保持最大灵活性”,以及“保留他依赖数据的口头禅”。</p>\n<p>埃里安表示,关于降息的争论将持续下去,因为“我们处于一个经济正在减弱的环境”,并且“没有备用轮胎”,他指的是美国疫情期间的储蓄和财政支出形式。他说道,“<strong>如果美联储判断失误,经济过快疲软,这将是一个难以纠正的错误。</strong>”</p></body></html>","source":"xnew_highlight","collect":0,"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>CPI数据将无力回天?分析师:美联储7月降息大门已关!</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\">\nCPI数据将无力回天?分析师:美联储7月降息大门已关!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 23:21 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=140696&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>剑桥大学皇后学院院长、安联前首席经济学家穆罕默德·埃尔-埃里安(Mohamed El-Erian)表示,美国5月就业数据强于预期,关上了美联储7月降息的大门。\n埃里安周五在接受采访时表示,这份报告在对员工需求和工资支付方面表现非常强劲。\n5月份的非农就业人数增速远超预期,非农就业人数上个月攀升至27.2万,高于经济学家预测的18万,4月份的数据小幅下修至16.5万。失业率微升至4%,工资环比增速则...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=140696&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0338e597675b93f29495cfd2dc224c20","relate_stocks":{"BK4504":"桥水持仓","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","BK4588":"碎股","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","OEX":"标普100"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=140696&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441441067","content_text":"剑桥大学皇后学院院长、安联前首席经济学家穆罕默德·埃尔-埃里安(Mohamed El-Erian)表示,美国5月就业数据强于预期,关上了美联储7月降息的大门。\n埃里安周五在接受采访时表示,这份报告在对员工需求和工资支付方面表现非常强劲。\n5月份的非农就业人数增速远超预期,非农就业人数上个月攀升至27.2万,高于经济学家预测的18万,4月份的数据小幅下修至16.5万。失业率微升至4%,工资环比增速则从4月份的0.2%加速至超出预期的0.4%。\n埃里安表示:“无论下周消费者价格指数(CPI)数据如何,这确实关上了7月降息的大门。有了这些数据,他们不可能在7月降息或发出降息信号。”\n他补充说,“但退一步来说,如果思考一下如何与其他数据进行协调的问题,故事就变得有趣多了。你看到的情况是,回顾性的数据很强劲,前瞻性的数据很疲软。我们必须设法调和这两者之间的矛盾。”\n下周,美联储将在5月CPI数据发布后结束为期两天的政策会议。结合5月就业报告,这些数据将指导美联储更新其对今年剩余时间和2025年的经济及利率预测。\n美联储官员们在3月份通过所谓的“点阵图”暗示今年将有三次降息,交易员们将关注他们是否会下调这一预测,以及他们将多大程度上上调当前2.6%的长期利率预测。\n埃里安预计,负责制定政策的联邦公开市场委员会(FOMC)会暗示今年只有一次降息,并称美联储主席鲍威尔“将保持最大灵活性”,以及“保留他依赖数据的口头禅”。\n埃里安表示,关于降息的争论将持续下去,因为“我们处于一个经济正在减弱的环境”,并且“没有备用轮胎”,他指的是美国疫情期间的储蓄和财政支出形式。他说道,“如果美联储判断失误,经济过快疲软,这将是一个难以纠正的错误。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/314339588403384"}
精彩评论