倒是加呀光说不练嘴_老虎社区_美港股上老虎

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

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

美联储加息风暴，比预期来得更猛烈

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阳光小韭
·2022-04-25
加息的钱他从哪来的呀？[汗颜]
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- 阳光小韭回复Jim Simt:
  都负债累累成那样了，这是什么操作[笑哭]
  2022-04-25
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- Jim Simt:
  只是表上的数字 [笑哭]
  2022-04-25
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- Jim Simt:
  [捂脸]
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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&nbsp;&nbsp;&nbsp;<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","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","BK4581":"高盛持仓","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF",".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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美联储加息风暴，比预期来得更猛烈

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