美联储加息走向尾声，鲍威尔的“市场魔力”也消失了_老虎社区_美港股上老虎

美联储加息走向尾声，鲍威尔的“市场魔力”也消失了

华尔街见闻2023-07-26

2022年的市场很难，但在这一年的大部分时间里，至少存在一个能轻松获利的机会。去年投资者只需要在美联储FOMC会议声明发布后和主席鲍威尔新闻发布会开始讲话之前，买入股票和债券，并在鲍威尔讲话结束时再卖出。但如今，随着加息周期接近尾声，未来利率走势的可预测性增强，这种轻松赚钱的日子似乎已经结束了。去年股市在鲍威尔讲话期间表现出色据彭博，去年3月美联储开启本轮加息时，美股在这60分钟窗口期间的涨幅是...

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跟着队长一起走
·2023-07-26
加息周期美股大涨，降息周期岂不是要涨疯了！
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Happylucky
·2023-07-26
说说你对这篇新闻的看法...
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Threadneedle的全球利率策略师Ed Al-Hussainy表示：“加息很可能即将结束，所以你想要继续2022年的策略吗？我不会这么做。我会拿着我的利润，去做其他事情。”交易员此前为什么总误解鲍威尔批评的矛头直指鲍威尔就美联储在通胀问题上的立场进行了不明确的沟通，但没有人真正知道，为什么交易员一直在鲍威尔讲话时推高股市。一种说法是，鲍威尔比其他FOMC成员更为鸽派（根据彭博社对经济学家的一项新调查，鲍威尔实际上属于中间派），或者他是在安抚委员会中的鸽派成员，让他们站在自己一边。也有说法指出，鲍威尔在记者提出某些问题的情况下，不断使用反通胀和金融状况等词语，从而触发了算法的买入指令。不过，最流行的解释是，投资者只是选择听他们想听的。许多曾经在牛市中获得巨大收益的投资者渴望回到低利率水平。因此，他们可能会抓住鲍威尔暗示鸽派立场的任何言论不放，将之解读为加息周期即将结束，或者降息即将到来，即使鲍威尔根本没有打算发出这样的信号。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":202130837852184,"gmtCreate":1690386410216,"gmtModify":1690386412621,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":1,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"htmlText":"加息周期美股大涨，降息周期岂不是要涨疯了！","listText":"加息周期美股大涨，降息周期岂不是要涨疯了！","text":"加息周期美股大涨，降息周期岂不是要涨疯了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202130837852184","repostId":2354848865,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":202120984391944,"gmtCreate":1690384028046,"gmtModify":1690384214198,"author":{"id":"4107744992004390","authorId":"4107744992004390","name":"Happylucky","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4107744992004390","authorIdStr":"4107744992004390"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202120984391944","repostId":2354848865,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}