联储9月打算降25还_老虎社区_美港股上老虎 - 老虎社区

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yesh13
09-18

联储9月打算降25还是降50，老鲍打算“先甜后苦”还是“先苦后甜”呢？美债的定价前瞻了联储将不得不大力降息，而由此反直觉的美股走势后果之历史借鉴：

降息25基点：如果就业数据恶化，风险资产会重新回到增长堪忧的局面

降息50基点：等于对接下来可能恶化的数据风险进行前置管理

关键是点阵图将揭示联储利率路径，即联储对市场的承诺。

更值得关注的是：未来欧洲央行或许会比联储更加狼狈，不得不把利率降的比市场预期更低或者降息速度更快。目前而言，市场并没有对此定价。

以史为鉴，联储降息开始，是否进入衰退将决定美股的最终波幅：

# 降息落地，影响几何？

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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