+关注
徐屹烽
暂无个人介绍
IP属地:浙江
24
关注
4
粉丝
1
主题
0
勋章
主贴
热门
徐屹烽
2023-07-16
7月几号?
抱歉,原内容已删除
徐屹烽
2022-05-12
$Beyond Meat, Inc.(BYND)$
停牌是什么鬼
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3558653555550203","uuid":"3558653555550203","gmtCreate":1595559532734,"gmtModify":1723280282050,"name":"徐屹烽","pinyin":"xyfxuyifeng","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/2ecc97f61fc38dbd349314bfea0ab40d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":24,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.90%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":198621812334608,"gmtCreate":1689514324790,"gmtModify":1689516315920,"author":{"id":"3558653555550203","authorId":"3558653555550203","name":"徐屹烽","avatar":"https://static.tigerbbs.com/2ecc97f61fc38dbd349314bfea0ab40d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558653555550203","authorIdStr":"3558653555550203"},"themes":[],"htmlText":"7月几号?","listText":"7月几号?","text":"7月几号?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198621812334608","repostId":"1169395307","repostType":2,"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612228581,"gmtCreate":1652363013143,"gmtModify":1652363568675,"author":{"id":"3558653555550203","authorId":"3558653555550203","name":"徐屹烽","avatar":"https://static.tigerbbs.com/2ecc97f61fc38dbd349314bfea0ab40d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558653555550203","authorIdStr":"3558653555550203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>停牌是什么鬼","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>停牌是什么鬼","text":"$Beyond Meat, Inc.(BYND)$停牌是什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/612228581","isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":612228581,"gmtCreate":1652363013143,"gmtModify":1652363568675,"author":{"id":"3558653555550203","authorId":"3558653555550203","name":"徐屹烽","avatar":"https://static.tigerbbs.com/2ecc97f61fc38dbd349314bfea0ab40d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558653555550203","authorIdStr":"3558653555550203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>停牌是什么鬼","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>停牌是什么鬼","text":"$Beyond Meat, Inc.(BYND)$停牌是什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/612228581","isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198621812334608,"gmtCreate":1689514324790,"gmtModify":1689516315920,"author":{"id":"3558653555550203","authorId":"3558653555550203","name":"徐屹烽","avatar":"https://static.tigerbbs.com/2ecc97f61fc38dbd349314bfea0ab40d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558653555550203","authorIdStr":"3558653555550203"},"themes":[],"htmlText":"7月几号?","listText":"7月几号?","text":"7月几号?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198621812334608","repostId":"1169395307","repostType":2,"repost":{"id":"1169395307","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1689296147,"share":"https://www.laohu8.com/m/news/1169395307?lang=&edition=full","pubTime":"2023-07-14 08:55","market":"us","language":"zh","title":"市场会低估美联储决心吗?7月会议前夕,美联储大鹰派:还需加息两次!","url":"https://stock-news.laohu8.com/highlight/detail?id=1169395307","media":"华尔街见闻","summary":"美国通胀数据的降温并未影响美联储官员的加息论调,美联储理事沃勒高呼支持今年再加息两次,但市场押注7月将是最后一次加息,明年1月开始降息。除了沃勒外,三大美联储官员均在本周接连发出将继续加息的论调。可市场在数据公布后对美联储加息周期即将结束、利率峰值将至的预期进一步强化。美联储在做出政策决策时应基于经济数据。当前美联储面临的更大的风险是加息不足,而不是加息过度,尽管这两者的差距正在迅速缩小。","content":"<html><head></head><body><blockquote>美国通胀数据的降温并未影响美联储官员的加息论调,美联储理事沃勒高呼支持今年再加息两次,但市场押注7月将是最后一次加息,明年1月开始降息。</blockquote><p style=\"text-align: justify;\">7月会是美联储的最后一次加息吗?市场和美联储官员们的预期又出现了分歧。</p><p style=\"text-align: justify;\">当地时间7月13日周四,美联储理事、“大鹰派”克里斯托弗·沃勒(Christopher Waller) 在纽约大学的活动上发表讲话称<strong>,支持美联储今年再加息两次,使通胀回到目标水平。</strong></p><p style=\"text-align: justify;\">沃勒认为美联储应该会在7月的会议加息,而在9月或之后的一次会议上应该还会再加息一次,沃勒解释称:</p><blockquote>就业市场依旧强劲叠加美国经济的韧性,为我们进一步收紧政策提供了空间。我认为第二次加息25个基点宜早不宜迟,但这一决定是为了未来。</blockquote><blockquote>我上月支持维持利率不变,以评估经济前景并应对近期银行业的压力,但现在这些麻烦似乎已经过去。</blockquote><p style=\"text-align: justify;\">就在沃勒讲话之前,美国刚刚公布CPI及PPI数据,继<a href=\"https://wallstreetcn.com/articles/3693095\" title=\"6月CPI\" target=\"_blank\" class=\"\">6月CPI</a>同比增长放缓至两年多低谷后,美国<a href=\"https://wallstreetcn.com/articles/3693199\" title=\"6月PPI\" target=\"_blank\" class=\"\">6月PPI</a>也意外大幅降温,同比增速从5月的1.1%放缓至0.1%,创近三年新低。</p><p style=\"text-align: justify;\">对于增速正在放缓的CPI、PPI数据, 沃勒认为,仅靠一次通胀数据并不能判断通胀已经形成了持续放缓的趋势:</p><blockquote>美国通胀率曾在2021年夏天短暂放缓过,却在之后变得更糟,所以我需要看到这种趋势可以持续下去,然后才能判断通胀已经放缓。</blockquote><blockquote>现在美国劳动力市场仍然非常强劲且工资增速高于使通胀率回到2%的水平。</blockquote><p style=\"text-align: justify;\">除了沃勒外,三大美联储官员均在本周接连发出将继续加息的论调。可市场在数据公布后对美联储加息周期即将结束、利率峰值将至的预期进一步强化。</p><p><strong>美联储多位高官“齐放鹰”</strong></p><p style=\"text-align: justify;\">美联储负责监管的副主席Michael Barr表示,过去的一年,美联储的货币政策取得了很大的进展,离目标很接近,但还有一些工作要做。</p><p style=\"text-align: justify;\">美国旧金山联储主席Mary Daly(非FOMC票委)认为,<strong>当前美国通胀率仍然过高,需要继续加息两次</strong>:</p><blockquote>看起来需要再加息两次,以遏制通胀。美联储在做出政策决策时应基于经济数据。当前美联储面临的更大的风险是加息不足,而不是加息过度,尽管这两者的差距正在迅速缩小。</blockquote><p style=\"text-align: justify;\">Daly称,<strong>当前已经开始看到经济放缓的迹象,且供需正在更好地平衡。</strong></p><p style=\"text-align: justify;\">美国克利夫兰联储主席Loretta Meste(非FOMC票委)在加州大学圣迭戈分校的活动上表示,为了确保通胀回到2%,利率需要进一步上调,并保持一段时间。</p><p style=\"text-align: justify;\">沃勒认为,美联储自2022年初以来的激进加息政策对经济的影响,已尽数体现:</p><blockquote>这意味着我们今年继续收紧政策是合理的,且还需要更多的紧缩才能让通胀回到2%的目标水平。</blockquote><p><strong>市场认为7月将是最后一次加息</strong></p><p>目前市场仍预计7月美联储将加息25个基点,在此之后,直到今年底都不会再加息,到明年1月将开始降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72094f6c3ab8c3294e9dc504bc8e5f73\" tg-width=\"640\" tg-height=\"397\"/></p><p style=\"text-align: justify;\">投资管理公司Pendal Group认为,<strong>美联储降息可能比市场预期来得更快、更猛,届时短期美债将跑赢大盘。</strong></p><p style=\"text-align: justify;\">据彭博社7月13日报道,Pendal驻悉尼收益策略主管Amy Xie Patrick称,<strong>2年期美债收益率中期内可能跌至4%左右</strong>,鉴于美国6月通胀降幅超出预期,美联储可能会更早开始放松政策。</p><p style=\"text-align: justify;\">昨日,美国PPI数据公布后,美国10年期国债收益率日内降近10个基点,至3.76%,连降四日,较上周五刷新的四个月来高位回落超过30个基点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6eca87565689484a2fc2fc8a4dfe394b\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">对利率前景更敏感的2年期美债收益率收于4.63%,日内降近12个基点,连降两日,较上周四所创的2007年6月以来盘中高位回落近49个基点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0abf006cf299645a60d892448d48bf78\" tg-width=\"640\" tg-height=\"393\"/></p><p style=\"text-align: justify;\">美元指数一年多来首次盘中跌穿100,又刷新去年4月14日以来盘中低位。<strong>离岸人民币三周多来首次盘中涨破7.15,日元六连涨。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6901ac429161b74c8dc45eaac27320\" tg-width=\"640\" tg-height=\"395\"/></p><p style=\"text-align: justify;\">美元走软的支持下,多种大宗商品上涨。伦铜为首的多数基本金属继续上涨,黄金接近一个月高位,原油连涨三日,WTI 8月原油期货收涨1.50%,刷新4月25日以来收盘高位。</p></body></html>","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>市场会低估美联储决心吗?7月会议前夕,美联储大鹰派:还需加息两次!</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\">\n市场会低估美联储决心吗?7月会议前夕,美联储大鹰派:还需加息两次!\n</h2>\n\n<h4 class=\"meta\">\n\n2023-07-14 08:55 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国通胀数据的降温并未影响美联储官员的加息论调,美联储理事沃勒高呼支持今年再加息两次,但市场押注7月将是最后一次加息,明年1月开始降息。7月会是美联储的最后一次加息吗?市场和美联储官员们的预期又出现了分歧。当地时间7月13日周四,美联储理事、“大鹰派”克里斯托弗·沃勒(Christopher Waller) 在纽约大学的活动上发表讲话称,支持美联储今年再加息两次,使通胀回到目标水平。沃勒认为美联储...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169395307","content_text":"美国通胀数据的降温并未影响美联储官员的加息论调,美联储理事沃勒高呼支持今年再加息两次,但市场押注7月将是最后一次加息,明年1月开始降息。7月会是美联储的最后一次加息吗?市场和美联储官员们的预期又出现了分歧。当地时间7月13日周四,美联储理事、“大鹰派”克里斯托弗·沃勒(Christopher Waller) 在纽约大学的活动上发表讲话称,支持美联储今年再加息两次,使通胀回到目标水平。沃勒认为美联储应该会在7月的会议加息,而在9月或之后的一次会议上应该还会再加息一次,沃勒解释称:就业市场依旧强劲叠加美国经济的韧性,为我们进一步收紧政策提供了空间。我认为第二次加息25个基点宜早不宜迟,但这一决定是为了未来。我上月支持维持利率不变,以评估经济前景并应对近期银行业的压力,但现在这些麻烦似乎已经过去。就在沃勒讲话之前,美国刚刚公布CPI及PPI数据,继6月CPI同比增长放缓至两年多低谷后,美国6月PPI也意外大幅降温,同比增速从5月的1.1%放缓至0.1%,创近三年新低。对于增速正在放缓的CPI、PPI数据, 沃勒认为,仅靠一次通胀数据并不能判断通胀已经形成了持续放缓的趋势:美国通胀率曾在2021年夏天短暂放缓过,却在之后变得更糟,所以我需要看到这种趋势可以持续下去,然后才能判断通胀已经放缓。现在美国劳动力市场仍然非常强劲且工资增速高于使通胀率回到2%的水平。除了沃勒外,三大美联储官员均在本周接连发出将继续加息的论调。可市场在数据公布后对美联储加息周期即将结束、利率峰值将至的预期进一步强化。美联储多位高官“齐放鹰”美联储负责监管的副主席Michael Barr表示,过去的一年,美联储的货币政策取得了很大的进展,离目标很接近,但还有一些工作要做。美国旧金山联储主席Mary Daly(非FOMC票委)认为,当前美国通胀率仍然过高,需要继续加息两次:看起来需要再加息两次,以遏制通胀。美联储在做出政策决策时应基于经济数据。当前美联储面临的更大的风险是加息不足,而不是加息过度,尽管这两者的差距正在迅速缩小。Daly称,当前已经开始看到经济放缓的迹象,且供需正在更好地平衡。美国克利夫兰联储主席Loretta Meste(非FOMC票委)在加州大学圣迭戈分校的活动上表示,为了确保通胀回到2%,利率需要进一步上调,并保持一段时间。沃勒认为,美联储自2022年初以来的激进加息政策对经济的影响,已尽数体现:这意味着我们今年继续收紧政策是合理的,且还需要更多的紧缩才能让通胀回到2%的目标水平。市场认为7月将是最后一次加息目前市场仍预计7月美联储将加息25个基点,在此之后,直到今年底都不会再加息,到明年1月将开始降息。投资管理公司Pendal Group认为,美联储降息可能比市场预期来得更快、更猛,届时短期美债将跑赢大盘。据彭博社7月13日报道,Pendal驻悉尼收益策略主管Amy Xie Patrick称,2年期美债收益率中期内可能跌至4%左右,鉴于美国6月通胀降幅超出预期,美联储可能会更早开始放松政策。昨日,美国PPI数据公布后,美国10年期国债收益率日内降近10个基点,至3.76%,连降四日,较上周五刷新的四个月来高位回落超过30个基点。对利率前景更敏感的2年期美债收益率收于4.63%,日内降近12个基点,连降两日,较上周四所创的2007年6月以来盘中高位回落近49个基点。美元指数一年多来首次盘中跌穿100,又刷新去年4月14日以来盘中低位。离岸人民币三周多来首次盘中涨破7.15,日元六连涨。美元走软的支持下,多种大宗商品上涨。伦铜为首的多数基本金属继续上涨,黄金接近一个月高位,原油连涨三日,WTI 8月原油期货收涨1.50%,刷新4月25日以来收盘高位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}