AXe
09-18
老鲍是很保守风格的,大降反而没有给后面留余地,大概率先25bp看看反应再说,毕竟后面随时可以调控。买入vix价内看涨期权再说,加上20号日本有利率会议,估计会释放年内日本再加息的信号。
【9月议息会】50个基点!继续看涨?
美联储宣布降息50基点,这一结果,正完美符合摩根士丹利策略师本周早些时候提出的“最理想情境”:美联储降息50个基点,同时不会令市场对经济增长感到恐慌。【美联储宣布大幅降息,这符合你的预期吗?你觉得市场接下来能否继续上涨?】
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