2025 博弈之年 _老虎社区_美港股上老虎

6d36d770
2025-03-16

2025 博弈之年

2025年为特朗普与美联储主席鲍威尔的博弈之年。关税以及允许经济放缓对风险资产形成了打压。流动性一直偏紧美联储尚未取消QT，下半年大量的债务即将到期都会抽走市场流动性，对风险资产是个利空，股市摇摇欲坠，will there be fed put?

根据前美联储工作人员Joseph wang 的观察，鲍威尔已经给自己找好的台阶，今年会进行多次降息，让我们拭目以待。

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