火箭发射
2022-04-25
倒是加呀 光说不练嘴把式
美联储加息风暴,比预期来得更猛烈
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。
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阳光小韭
2022-04-25
阳光小韭
加息的钱他从哪来的呀?[汗颜]
阳光小韭
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Jim Simt
:
都负债累累成那样了,这是什么操作[笑哭]
Jim Simt
:
只是表上的数字 [笑哭]
Jim Simt
:
[捂脸]
什么也没有了~
APP内打开
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class=\"title\">\n美联储加息风暴,比预期来得更猛烈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 10:43 北京时间 <a href=https://wallstreetcn.com/articles/3657823><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:联邦基金期货市场已经消化了下个月加息50个基点、6月加息75个基点、7月加息50个基点的预期。“不要对抗美联储”一直是华尔街的座右铭,尽管美联储迄今为止在对抗通胀的战斗中一直表现得不太情愿。过去一周,美联储官员加大了反通胀的力度,鲍威尔几乎承诺在5月3-4日的下一次FOMC会议上,将联邦基金目标区间上调50个基点。有“鹰王”之称的圣路易斯联储主席布拉德则提出了加息75个基点的可能性,这是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF",".DJI":"道琼斯","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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Watch网站截至上周五的数据,7月美联储关键利率升至2.00%-2.25%的可能性已达到87%,一周前这一比例还不到16%。本周美联储进入静默期这些预测都对股市造成重创,上周标普500指数和纳斯达克综合指数连续第三周下跌,分别下跌2.75%和3.83%,道琼斯工业平均指数连续第四周下跌,下跌1.86%;短期国债市场在加息预期下的调整幅度最大,两年期美债收益率上涨27个基点,至2.713%,10年期美债收益率接近3%,至2.905%,上涨9.7个基点。与市场走势形成鲜明对比的是,美联储政策立场的实际调整幅度很小,其基金利率目标区间为0.25%-0.50%,仅比接近零的疫情期间水平高出25个基点,而且最近一周,美联储高达8.9万亿美元的资产负债表,又增加了100亿美元,市场预计FOMC将在下月的会议上宣布其开始缩减资产负债表的“作战计划”。正如克利夫兰联储主席梅斯特(Loretta Mester)上周五接受CNBC采访时承认的那样,美联储的目标是收紧金融环境,尽管她表示不需要太过激进。对于今年无处可躲的投资者来说,这很难让他们感到宽慰。今年,传统的60%股票和40%债券的投资组合对通胀和利率上升提供的保护作用微乎其微。数据显示,代表60/40投资组合的先锋平衡指数基金(Vanguard Balanced Index Fund Institutional Shares,VBAIX)今年截至上周五的总回报率为-11.13%。本周,美联储按照惯例进入静默期,投资者将从中得到喘息。由于加息50个基点的可能性似乎已经确定,需要关注的关键数据包括美国一季度就业成本指数,这是美联储衡量通胀的关键指标,德意志银行(Deutsche 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