反向扭转操作_老虎社区_美港股上老虎 - 老虎社区

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反向扭转操作

狮子做趋势交易
2024-03-04

昨晚看了篇文章，读了三遍也没读懂，是FED理事Waller周五在货币政策论坛上的演讲。

里面的内容恐怕是要经济学专业人士才能看懂了，反正对我来说都是天书一般，不过结论我还是看懂了。

他提出的叫“反向扭转操作”，很拗口，直白的解释是FED应该买短债卖长债。据说因此周五时风险情绪大增，美债收益率大幅降低，有点像降息预期增加的效果。

这可能也是周五小票集体爆发的原因。

“买短卖长”我觉得也许有另一个结果，利率倒挂将更加速收敛。按照大部分经济学家的分析，历史上所有的倒挂结束最终将引发衰退，和股市崩盘。

是不是真的会发生？

$标普500(.SPX)$ $纳斯达克(.IXIC)$ $恒生指数(HSI)$

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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