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

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。

推荐
最新

阳光小韭
·2022-04-25
加息的钱他从哪来的呀？[汗颜]
回复
点赞
举报
收起
- 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
  回复
  举报
- Jim Simt:
  只是表上的数字 [笑哭]
  2022-04-25
  回复
  举报
- Jim Simt:
  [捂脸]
  2022-04-25
  回复
  举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":618395133,"tweetId":"618395133","gmtCreate":1650859293121,"gmtModify":1650859293121,"author":{"id":3451486569951515,"idStr":"3451486569951515","authorId":3451486569951515,"authorIdStr":"3451486569951515","name":"火箭发射","avatar":"https://static.tigerbbs.com/32b239cb391ddfcdd8e073bf53a285fa","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>倒是加呀 光说不练嘴把式</p></body></html>","htmlText":"<html><head></head><body><p>倒是加呀 光说不练嘴把式</p></body></html>","text":"倒是加呀 光说不练嘴把式","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/618395133","repostId":2230611663,"repostType":2,"repost":{"id":"2230611663","kind":"highlight","pubTimestamp":1650854603,"share":"https://www.laohu8.com/m/news/2230611663?lang=&edition=full","pubTime":"2022-04-25 10:43","market":"us","language":"zh","title":"美联储加息风暴，比预期来得更猛烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2230611663","media":"华尔街见闻","summary":"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","content":"<html><head></head><body><blockquote><b>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。</b></blockquote><p>“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。</p><p>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。</p><p>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，这是美联储自1994年以来从未采取过的举措。</p><p><b>一些美联储观察人士预计，美联储加息步伐会比预期的更快。</b></p><p>野村美国经济学家上周五预计，美联储可能在5月加息50个基点之后，6月和7月将分别加息75个基点，并且9月、11月和12月将分别加息25个基点。这将使联邦基金利率在7月份升至2.25-2.50%，并在年底前升至3.00%-3.25%。</p><p>目前，联邦基金期货市场已经消化了下个月加息50个基点、6月13-14日FOMC会议加息75个基点、7月26-27日会议加息50个基点的预期。<b>根据CME Fed 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%。</b></p><h2><b>本周美联储进入静默期</b></h2><p>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。</p><p><b>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</b>，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<b>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</b>，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”。</p><p>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。</p><p><b>对于今年无处可躲的投资者来说，这很难让他们感到宽慰。</b>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。</p><p>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%。</p><p><img src=\"https://static.tigerbbs.com/c8d7f9eaf66655d4de97b7be9c8f4b48\" tg-width=\"669\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>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，<b>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</b>，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>(Deutsche Bank)的经济学家预计，该数据将较上年同期增长4.6%，为1991年以来最大增幅。这应该会促使美联储官员采取行动。</p></body></html>","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>美联储加息风暴，比预期来得更猛烈</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","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","BK4550":"红杉资本持仓","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","BK4581":"高盛持仓","BK4504":"桥水持仓",".DJI":"道琼斯","DJX":"1/100道琼斯","OEX":"标普100","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3657823","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611663","content_text":"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，这是美联储自1994年以来从未采取过的举措。一些美联储观察人士预计，美联储加息步伐会比预期的更快。野村美国经济学家上周五预计，美联储可能在5月加息50个基点之后，6月和7月将分别加息75个基点，并且9月、11月和12月将分别加息25个基点。这将使联邦基金利率在7月份升至2.25-2.50%，并在年底前升至3.00%-3.25%。目前，联邦基金期货市场已经消化了下个月加息50个基点、6月13-14日FOMC会议加息75个基点、7月26-27日会议加息50个基点的预期。根据CME Fed 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 Bank)的经济学家预计，该数据将较上年同期增长4.6%，为1991年以来最大增幅。这应该会促使美联储官员采取行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2490,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7371864,"commentId":"7371864","gmtCreate":1650859360082,"gmtModify":1650859360082,"authorId":3565504098630572,"author":{"id":3565504098630572,"idStr":"3565504098630572","authorId":3565504098630572,"name":"阳光小韭","avatar":"https://static.tigerbbs.com/f79edaa280746cca23919ac63191cde0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618395133,"objectIdStr":"618395133","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"加息的钱他从哪来的呀？[汗颜]","text":"加息的钱他从哪来的呀？[汗颜]","html":"加息的钱他从哪来的呀？[汗颜]","likeSize":0,"commentSize":3,"subComments":[{"id":7371889,"commentId":"7371889","gmtCreate":1650859978887,"gmtModify":1650859978887,"authorId":3565504098630572,"author":{"id":3565504098630572,"idStr":"3565504098630572","authorId":3565504098630572,"name":"阳光小韭","avatar":"https://static.tigerbbs.com/f79edaa280746cca23919ac63191cde0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3545829419630190,"repliedAuthor":{"id":3545829419630190,"idStr":"3545829419630190","authorId":3545829419630190,"name":"Jim Simt","avatar":"https://static.tigerbbs.com/94539b1fc937f0f9535812cd9dfe4b60","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":618395133,"objectIdStr":"618395133","type":1,"supId":7371864,"supIdStr":"7371864","prevId":7371881,"prevIdStr":"7371881","content":"都负债累累成那样了，这是什么操作[笑哭]","text":"都负债累累成那样了，这是什么操作[笑哭]","html":"都负债累累成那样了，这是什么操作[笑哭]","disclaimerType":0},{"id":7371881,"commentId":"7371881","gmtCreate":1650859865932,"gmtModify":1650859865932,"authorId":3545829419630190,"author":{"id":3545829419630190,"idStr":"3545829419630190","authorId":3545829419630190,"name":"Jim Simt","avatar":"https://static.tigerbbs.com/94539b1fc937f0f9535812cd9dfe4b60","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618395133,"objectIdStr":"618395133","type":1,"supId":7371864,"supIdStr":"7371864","prevId":0,"prevIdStr":"0","content":"只是表上的数字 [笑哭]","text":"只是表上的数字 [笑哭]","html":"只是表上的数字 [笑哭]","disclaimerType":0},{"id":7371877,"commentId":"7371877","gmtCreate":1650859714888,"gmtModify":1650859714888,"authorId":3545829419630190,"author":{"id":3545829419630190,"idStr":"3545829419630190","authorId":3545829419630190,"name":"Jim Simt","avatar":"https://static.tigerbbs.com/94539b1fc937f0f9535812cd9dfe4b60","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618395133,"objectIdStr":"618395133","type":1,"supId":7371864,"supIdStr":"7371864","prevId":0,"prevIdStr":"0","content":"[捂脸]","text":"[捂脸]","html":"[捂脸]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

美联储加息风暴，比预期来得更猛烈

评论（4）

热议股票