握紧拳头，虽然不能更紧

玲儿小盯裆

按照以往的路径来说，利率倒挂之后，意味着衰退来临可以去押注美联储的转向交易，也就是复苏交易，典型的做法是做多债券，做多成长股。

但是这一次通胀太高了，联储需要时间，所以既不能把利率抬得非常高，又不能很快放松，需要保持高压，然后follow the data，这也是本篇文章标题的由来“握紧拳头，虽然不能更紧”

而今天Daly讲话已经明牌了，我相信所有的市场参与者也都能理解。

Anyway, it's too early to delcare victory on infltion .

欢迎关注公众号： Trade macroeconomy

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。

精彩评论

虎虎生风我要赢
2022-08-20
虎虎生风我要赢
利率倒挂之后，意味着衰退来临，典型的做法是做多债券，做多成长股。我也是这么想的。
斯维特斯
2022-08-20
斯维特斯
今天看了老师的文章又学习了一招，老师辛苦了。
凯奇旗开得胜
2022-08-20
凯奇旗开得胜
很喜欢老师的文章，希望以后多多分享。
股谈
2022-08-20
股谈
赞同老师的观点，谢谢老师的分享。

发表看法

4

1

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