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SamuelTse
SamuelTse
·
2021-06-18
👍
超2万亿美股期权决战今晚“四巫日”
美股今年第二个“四巫日”今晚到来,届时将有超2万亿美元美股期权到期,加上美联储暗示流动性或收紧,此次“四巫日”或许是美股的一个转折点。 四巫日(Quadruplewitchingday)是指美国市场于
超2万亿美股期权决战今晚“四巫日”
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SamuelTse
SamuelTse
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2021-06-16
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非常抱歉,此主贴已删除
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SamuelTse
SamuelTse
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2021-06-16
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SamuelTse
SamuelTse
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2021-06-15
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SamuelTse
SamuelTse
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2021-06-15
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SamuelTse
SamuelTse
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2021-06-15
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SamuelTse
SamuelTse
·
2021-06-12
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美国6月密歇根消费者信心较上月攀升,通胀预期意外下滑
周五公布的密歇根大学消费者信心指数6月初值显示,美国消费者情绪在6月初升幅超过预期。 根据数据,6月的消费者信心指数初值为86.4,相较5月终值82.9出现明显上升,也高于84.4的市场预期。此外,同
美国6月密歇根消费者信心较上月攀升,通胀预期意外下滑
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SamuelTse
SamuelTse
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2021-06-12
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提醒:端午休市安排来了!港股6月14日休市一天
6月14日(周一)休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫"风尚。
提醒:端午休市安排来了!港股6月14日休市一天
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SamuelTse
SamuelTse
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2021-06-12
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美银“打脸”美联储:哪有什么“暂时性”通胀?
美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。 美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐
美银“打脸”美联储:哪有什么“暂时性”通胀?
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SamuelTse
SamuelTse
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2021-06-10
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tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大,<b>但此次更值得注意的点是,此前美股波动率非常低,另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日,标普500指数波动率仅有5.1%,这是自2019年以来最低的波动率,但是与大盘死气沉沉相比,个股的波动性却极大,特别是散户抱团股,如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出,<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险,</b>因为一旦头寸集体平仓,实际波动率可能会瞬间回升。同时,VIX指数期货相对于标普500指数Beta值不断上升,这表明,如果市场出现抛售,空头gamma仓位会回升,市场将变得更加不稳定。</p>\n<p>另外,周四的美联储议息会议并没有表示立即收紧流动性,但是也承认了通胀高企短期不会消失,相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五,<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储,刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着,在短短一天时间内,该工具的使用量增加了2351亿美元,增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反,简单来说,我国央行逆回购的作用是为了释放流动性,而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来,美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</p>","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 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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超2万亿美股期权决战今晚“四巫日”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-18 13:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股今年第二个“四巫日”今晚到来,届时将有超2万亿美元美股期权到期,加上美联储暗示流动性或收紧,此次“四巫日”或许是美股的一个转折点。</p>\n<p>四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日,股指期货、股指期权、股票期权以及单一股票期货,都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动,多头空头相互博弈。</p>\n<p><b>本周五到期的期权包括:价值2400亿美元的<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>期权,2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权,总计价值超2万亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e084b716c88bd8163b59b6f21fa71734\" tg-width=\"500\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>由于近期美股一直在创新高,预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示,行权价在3900和4150附近期权分布最密集。这意味着在本周五之后,这些点周围可能会有一定的支撑,直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/ac0e8bce636a6f73c6b57a18d39a180a\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大,<b>但此次更值得注意的点是,此前美股波动率非常低,另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日,标普500指数波动率仅有5.1%,这是自2019年以来最低的波动率,但是与大盘死气沉沉相比,个股的波动性却极大,特别是散户抱团股,如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出,<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险,</b>因为一旦头寸集体平仓,实际波动率可能会瞬间回升。同时,VIX指数期货相对于标普500指数Beta值不断上升,这表明,如果市场出现抛售,空头gamma仓位会回升,市场将变得更加不稳定。</p>\n<p>另外,周四的美联储议息会议并没有表示立即收紧流动性,但是也承认了通胀高企短期不会消失,相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五,<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储,刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着,在短短一天时间内,该工具的使用量增加了2351亿美元,增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反,简单来说,我国央行逆回购的作用是为了释放流动性,而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来,美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be0bdd49975f3ab5453ab8ae8b24f37e","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 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Composite","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572198","content_text":"美股今年第二个“四巫日”今晚到来,届时将有超2万亿美元美股期权到期,加上美联储暗示流动性或收紧,此次“四巫日”或许是美股的一个转折点。\n四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日,股指期货、股指期权、股票期权以及单一股票期货,都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动,多头空头相互博弈。\n本周五到期的期权包括:价值2400亿美元的标普500指数ETF期权,2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权,总计价值超2万亿美元。\n\n由于近期美股一直在创新高,预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示,行权价在3900和4150附近期权分布最密集。这意味着在本周五之后,这些点周围可能会有一定的支撑,直到被新的gamma重新填充。\n\n四巫日历来成交量都非常巨大,但此次更值得注意的点是,此前美股波动率非常低,另外美联储流动性转折的暗示已经出来了。\n过去13个交易日,标普500指数波动率仅有5.1%,这是自2019年以来最低的波动率,但是与大盘死气沉沉相比,个股的波动性却极大,特别是散户抱团股,如GME和AMC等。\n野村证券的Charlie McElligott指出,极低的大盘波动率与大量看涨gamma期权到期并存非常危险,因为一旦头寸集体平仓,实际波动率可能会瞬间回升。同时,VIX指数期货相对于标普500指数Beta值不断上升,这表明,如果市场出现抛售,空头gamma仓位会回升,市场将变得更加不稳定。\n另外,周四的美联储议息会议并没有表示立即收紧流动性,但是也承认了通胀高企短期不会消失,相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。\n周五,68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储,刷新了5840亿美元的纪录高位。而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着,在短短一天时间内,该工具的使用量增加了2351亿美元,增幅高达45%。\n美联储逆回购功效和中国刚刚相反,简单来说,我国央行逆回购的作用是为了释放流动性,而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来,美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"VIXmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"SVXY":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9,"UVXY":0.9,"VIXY":0.9}},"isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169597365,"gmtCreate":1623841740257,"gmtModify":1634027275623,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169597365","repostId":"1110862709","repostType":4,"isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169699105,"gmtCreate":1623831436307,"gmtModify":1634027424379,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169699105","repostId":"1132950320","repostType":4,"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187222291,"gmtCreate":1623756192113,"gmtModify":1634028942962,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/187222291","repostId":"1116108105","repostType":4,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184149199,"gmtCreate":1623692112911,"gmtModify":1634029978208,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184149199","repostId":"1123321973","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184140104,"gmtCreate":1623692051408,"gmtModify":1634029979019,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184140104","repostId":"1123321973","repostType":4,"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186889979,"gmtCreate":1623484520191,"gmtModify":1634032482070,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186889979","repostId":"2142197209","repostType":4,"repost":{"id":"2142197209","kind":"highlight","pubTimestamp":1623423107,"share":"https://www.laohu8.com/m/news/2142197209?lang=&edition=full","pubTime":"2021-06-11 22:51","market":"us","language":"zh","title":"美国6月密歇根消费者信心较上月攀升,通胀预期意外下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2142197209","media":"华尔街见闻","summary":"周五公布的密歇根大学消费者信心指数6月初值显示,美国消费者情绪在6月初升幅超过预期。\n根据数据,6月的消费者信心指数初值为86.4,相较5月终值82.9出现明显上升,也高于84.4的市场预期。此外,同","content":"<p>周五公布的密歇根大学消费者信心指数6月初值显示,美国消费者情绪在6月初升幅超过预期。</p>\n<p>根据数据,6月的消费者信心指数初值为86.4,相较5月终值82.9出现明显上升,也高于84.4的市场预期。此外,同时发布的经济现况指数从5月的89.4小升至90.6,而消费者预期指数则是从5月的78.8升至83.8。</p>\n<p>通胀方面,本次调查显示,消费者对未来一年通胀的预期值为4.0%,较上月的4.6%下降了0.6个百分点;而对未来五年通胀的预期值为2.8%,较上月的3.0%下降了0.2个百分点。</p>\n<p>不过需要注意的是,一年及五年通胀预期目前仍然处于2011年以来的高位。</p>\n<p><img src=\"https://static.tigerbbs.com/f7f775be5dbf6b1ae3d012b4636fb0c2\" tg-width=\"1199\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p>\n<p>作为参照,衡量美债市场对通胀预期的盈亏平衡通胀率年初以来的上行趋势已在5月中旬暂告终结,目前5年期大体位于2.4~2.5%区间,而10年期则位于2.3~2.4%区间。</p>\n<p>密歇根大学消费者信心调查的负责人Richard Curtin在公布数据时指出,美国经济预期会出现更强增长,预计失业率将录得净降低的消费者人数创下历史新高。但是,尽管通胀预期在6月初有所下降,通胀率上升仍然是消费者最关心的问题。</p>\n<p>Richard Curtin同时还表示,本次调查中,受访消费者对住房、汽车、家庭耐用品价格的负面反馈是1974年11月历史新低以来最差水平。</p>\n<p>金融博客ZeroHedge在数据出炉之后的分析中指出,本月消费者信心指数的升幅远超市场预期,原因在于消费者预期指数的大幅上升提供了动力。</p>\n<p>而彭博在数据公布后的文章当中指出,随着旅行限制的取消,气温回暖以及健康问题的弱化,消费者的情绪更加乐观。与此同时,随着经济发展加速,政策制定者以及投资者都在密切关注通胀预期。</p>\n<p>ben'ci</p>","source":"wallstreetcn_api","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>美国6月密歇根消费者信心较上月攀升,通胀预期意外下滑</title>\n<style 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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美国6月密歇根消费者信心较上月攀升,通胀预期意外下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 22:51 北京时间 <a href=https://wallstreetcn.com/articles/3632805><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五公布的密歇根大学消费者信心指数6月初值显示,美国消费者情绪在6月初升幅超过预期。\n根据数据,6月的消费者信心指数初值为86.4,相较5月终值82.9出现明显上升,也高于84.4的市场预期。此外,同时发布的经济现况指数从5月的89.4小升至90.6,而消费者预期指数则是从5月的78.8升至83.8。\n通胀方面,本次调查显示,消费者对未来一年通胀的预期值为4.0%,较上月的4.6%下降了0.6个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632805\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3632805","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142197209","content_text":"周五公布的密歇根大学消费者信心指数6月初值显示,美国消费者情绪在6月初升幅超过预期。\n根据数据,6月的消费者信心指数初值为86.4,相较5月终值82.9出现明显上升,也高于84.4的市场预期。此外,同时发布的经济现况指数从5月的89.4小升至90.6,而消费者预期指数则是从5月的78.8升至83.8。\n通胀方面,本次调查显示,消费者对未来一年通胀的预期值为4.0%,较上月的4.6%下降了0.6个百分点;而对未来五年通胀的预期值为2.8%,较上月的3.0%下降了0.2个百分点。\n不过需要注意的是,一年及五年通胀预期目前仍然处于2011年以来的高位。\n\n作为参照,衡量美债市场对通胀预期的盈亏平衡通胀率年初以来的上行趋势已在5月中旬暂告终结,目前5年期大体位于2.4~2.5%区间,而10年期则位于2.3~2.4%区间。\n密歇根大学消费者信心调查的负责人Richard Curtin在公布数据时指出,美国经济预期会出现更强增长,预计失业率将录得净降低的消费者人数创下历史新高。但是,尽管通胀预期在6月初有所下降,通胀率上升仍然是消费者最关心的问题。\nRichard Curtin同时还表示,本次调查中,受访消费者对住房、汽车、家庭耐用品价格的负面反馈是1974年11月历史新低以来最差水平。\n金融博客ZeroHedge在数据出炉之后的分析中指出,本月消费者信心指数的升幅远超市场预期,原因在于消费者预期指数的大幅上升提供了动力。\n而彭博在数据公布后的文章当中指出,随着旅行限制的取消,气温回暖以及健康问题的弱化,消费者的情绪更加乐观。与此同时,随着经济发展加速,政策制定者以及投资者都在密切关注通胀预期。\nben'ci","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186880890,"gmtCreate":1623484487710,"gmtModify":1634032482809,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186880890","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623140058,"share":"https://www.laohu8.com/m/news/1105134625?lang=&edition=full","pubTime":"2021-06-08 16:14","market":"sg","language":"zh","title":"提醒:端午休市安排来了!港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日(周一)休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期,各主要市场休市安排如下:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>港股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>澳股:</b></p><p>6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>港股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>背景介绍:</b></p><p>端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。</p><p>端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>","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>提醒:端午休市安排来了!港股6月14日休市一天</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提醒:端午休市安排来了!港股6月14日休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期,各主要市场休市安排如下:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>港股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>澳股:</b></p><p>6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>港股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>背景介绍:</b></p><p>端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。</p><p>端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期,各主要市场休市安排如下:A股:6月14日(周一)休市,6月15日(周二)起照常开市。港股:6月14日(周一)休市,6月15日(周二)起照常开市。澳股:6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。港股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。背景介绍:端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188695046,"gmtCreate":1623430899285,"gmtModify":1634033232067,"author":{"id":"3575693618857163","authorId":"3575693618857163","name":"SamuelTse","avatar":"https://static.tigerbbs.com/7c835f9ee5e2d52dafa611e8a1cf083d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575693618857163","authorIdStr":"3575693618857163"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188695046","repostId":"1185815929","repostType":4,"repost":{"id":"1185815929","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":1623381455,"share":"https://www.laohu8.com/m/news/1185815929?lang=&edition=full","pubTime":"2021-06-11 11:17","market":"us","language":"zh","title":"美银“打脸”美联储:哪有什么“暂时性”通胀?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185815929","media":"华尔街见闻","summary":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐","content":"<blockquote>\n 美联储真的如市场相信的那样,可以轻易把高通胀的<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n</blockquote>\n<p>美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。</p>\n<p>然而,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>首席经济学家Michelle Meyer却直言:我们不买账!</p>\n<p>在她看来,<b>随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。</b></p>\n<p>美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:</p>\n<blockquote>\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n</blockquote>\n<blockquote>\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n</blockquote>\n<blockquote>\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n</blockquote>\n<blockquote>\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n</blockquote>\n<blockquote>\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n</blockquote>\n<blockquote>\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n</blockquote>\n<blockquote>\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n</blockquote>\n<blockquote>\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n</blockquote>\n<blockquote>\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n</blockquote>\n<blockquote>\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n</blockquote>\n<blockquote>\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n</blockquote>\n<blockquote>\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n</blockquote>\n<p>美国银行还指出,最重要的一点在于,<b>市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。</b></p>\n<p>对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。</p>\n<p>不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?</p>\n<p>Meyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,<b>这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。</b></p>\n<p>她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。</p>\n<p>对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:</p>\n<blockquote>\n 近几十年来,我们从未有过持续的高通胀。\n <b>但历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制。</b>\n</blockquote>\n<p>此外,美联储已经承诺,加息将比常态情况下来得更晚,且只有当他们相信更高的通胀已经根植于美国经济之中时才会加息。</p>\n<p>这也就意味着,美联储当前的政策策略使得加息变得愈发困难,但如果有意外发生,加息信号来得比美联储目前的暗示还要早,那么对于市场而言,一切就已经太晚了。</p>","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>美银“打脸”美联储:哪有什么“暂时性”通胀?</title>\n<style 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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美银“打脸”美联储:哪有什么“暂时性”通胀?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-11 11:17 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"161125":"标普500","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185815929","content_text":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。\n美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:\n\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n\n\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n\n\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n\n\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n\n\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n\n\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n\n\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n\n\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n\n\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n\n\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n\n\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n\n\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n\n美国银行还指出,最重要的一点在于,市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。\n对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。\n不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?\nMeyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。\n她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。\n对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:\n\n 近几十年来,我们从未有过持续的高通胀。\n 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