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Hyunra

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- HyunraHyunra
  ·2021-06-17
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- HyunraHyunra
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- HyunraHyunra
  ·2021-06-17
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  The Federal Reserve's "hawkish stance" has caused a major shock to global markets. What are the opinions of various industry leaders?
  万众瞩目的美联储议息会议终于落下帷幕。这次会议，决定将基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场预期，但同时也释放出鹰派信号，点阵图预测美联储20
  The Federal Reserve's "hawkish stance" has caused a major shock to global markets. What are the opinions of various industry leaders?
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- HyunraHyunra
  ·2021-06-16
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- HyunraHyunra
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11:52","market":"us","language":"zh","title":"The Federal Reserve's \"hawkish stance\" has caused a major shock to global markets. What are the opinions of various industry leaders?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144719786","media":"格隆汇","summary":"万众瞩目的美联储议息会议终于落下帷幕。\n这次会议，决定将基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场预期，但同时也释放出鹰派信号，点阵图预测美联储20","content":"<p><h2>The highly anticipated Federal Reserve interest rate meeting has finally come to a close.</h2>This meeting decided to keep the benchmark interest rate unchanged at the target range of 0% to 0.25%, and to maintain monthly bond purchases at $120 billion, which was in line with market expectations, but also sent a hawkish signal.<b>The dot plot predicts that the Federal Reserve will rate hike at least twice by the end of 2023.</b></p><p><img src=\"https://static.tigerbbs.com/6d551019d876fa3f2ff13ce09225b3fb\" tg-width=\"830\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p>Although there was no rate hike and no reduction in bond purchases, the strengthening of expectations for rate hike in the future still triggered a major shock in global markets.</p><p>Following the news, all three major U.S. stock indexes fell by more than 1% at one point. The decline only narrowed after Powell reassured the market at a press conference, while the yield on the 10-year Treasury Bond broke through 1.5%.</p><p><img src=\"https://static.tigerbbs.com/31b15954f40f967417c3bae286c11a77\" tg-width=\"831\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>The US dollar spot exchange rate index rose 0.6%, briefly breaking through 0.7% during the session, its biggest gain since January 27, while the US Dollar Index broke through the 91 mark.</p><p>Gold futures prices fell sharply by 1.2% to $1,834.20 per ounce in August, while spot prices plummeted by 1.6% to $1,829.26 per ounce. U.S. COMEX gold futures and WTI futures prices also declined.</p><p>Asia-Pacific markets opened sharply today, with the Nikkei 225 index falling 1%, while the South Korean, Singaporean, and Australian S&P 500 indices experienced significant open low.</p><p><img src=\"https://static.tigerbbs.com/4577eed821bdce6f97241294d6c551d9\" tg-width=\"831\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p><p>However, due to the initial decline in the A-share and Hong Kong stock markets yesterday in anticipation of the liquidity tightening risk caused by the Federal Reserve's decision, the ChiNext index plummeted by more than 4%, releasing a sense of panic. Today, the A-share market saw a slight open low before rebounding. As of press time, the Shanghai Composite Index was up 0.37%, the Shenzhen Component Index was up 1.2%, and the ChiNext Index surged and rebounded 2%.</p><p><img src=\"https://static.tigerbbs.com/774b02b14d915f99bc69469e7575c595\" tg-width=\"831\" tg-height=\"205\" referrerpolicy=\"no-referrer\"></p><p>So, what are the views of various institutional leaders on this interest rate meeting, which is considered the most important of the year?</p><p><b>1、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></b></p><p>Analyst Zach Pandl said, \"A more hawkish stance from the Federal Reserve, coupled with growing debate in the market about tapering bond purchases, may be detrimental to dollar short sellers in the short term.\"</p><p><b>2、<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a></b></p><p>Strategist John Velis said that Federal Reserve policymakers expect increased rate hike to push up real interest rates and strengthen the dollar's upward momentum, at least in the short term, with the dot plot showing a more hawkish rate hike path and a predictable short-term outcome of adjusting management interest rates.</p><p><b>3、<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a></b></p><p>George Saravelos, Global Head of Foreign Exchange Research: The Federal Reserve is no longer a \"persistent dove\" nor does it \"stick to its temporary inflation theory.\" The support the Fed provided for the euro to rise against the dollar is no longer there, ending his trading recommendation to go long on the euro against the dollar.</p><p><b>4. Evercore ISI investment</b></p><p>Dennis DeBusschere, Head of Portfolio Strategy: \"Large-cap U.S. stocks will be fine, but this shift by the Fed is detrimental to speculative technology stocks. This is interesting given the recent rise in these stocks, which also reduces the likelihood of the market rising out of control.\"</p><p><b>5. Anben Standard Investment</b></p><p>Deputy Chief Economist James McCann: “This exceeded market expectations. This shift in stance is inconsistent with the Federal Reserve’s recent statement that rising inflation is temporary. If price volatility is temporary, there is no clear reason to rate hike earlier than planned, especially given the recent disappointing performance of the labor market. In the eyes of some, this certainly sends a signal that the Federal Open Market Committee is deepening its concerns about inflation.”</p><p><b>6. Capital Economics</b></p><p>Chief U.S. Economist Paul Ashworth: \"The Fed's insistence that the surge in inflation 'roughly' reflects a 'temporary factor,' but officials have significantly raised their inflation forecasts for this year, and the median forecast now indicates two 25-basis-point rate hike in 2023. We previously assumed the Fed would be more willing to let inflation rise to ensure a 'broad and inclusive' recovery in the labor market—hence only one 25-basis-point rate hike is expected.\" But we clearly misjudged the Federal Reserve's ever-changing response mechanisms and its tolerance for inflation.</p><p><b>7、<a href=\"https://laohu8.com/S/601688\">Huatai Securities</a></b></p><p>The Federal Reserve acknowledged that the effects of supply bottlenecks are likely to be greater than expected, and that inflation expectations may also be higher and longer-lasting than the Fed expects. It also stated that it will adjust its monetary policy stance if there are signs that inflation expectations are substantially and consistently exceeding expectations. This means that persistent inflation expectations may gradually shift from concerns to reality, and the Federal Reserve's tolerance for inflation may not be as firm as it previously appeared.</p><p><b>8. CICC</b></p><p>This meeting did not significantly change the pace of the Federal Reserve's exit. The appropriate time is still likely to be at the end of the year or the fourth quarter. So why did the US Treasury and dollar markets react so strongly? This is mainly due to the market's reaction to the Federal Reserve's interest rate scatter chart suggesting that the pace of rate hike may be advanced, as well as a partial \"correction\" of previous pricing issues. The Federal Reserve's assessment of inflation remains temporary and gradually fading.</p><p>9、<b><a href=\"https://laohu8.com/S/000776\">GF Securities</a></b></p><p>Why is there no mention of cutting QE in anticipation of a strong economic recovery? The Federal Reserve also needs to help the Treasury reduce the cost of issuing Treasury Bond; Taper signals need to wait for Q3; the real risks may arise in the second half of the year. We expect QE to be reduced in Q3. The Biden administration may intend to release risks to US stocks within the year.</p><p><b>The views of these experts are largely convergent, confirming the Fed's hawkish signals and expressing the negative impact that the Fed's rate hike expectations will have on the capital market.</b></p><p><b>As the anchor of global capital market liquidity, although Powell still has ample motivation to protect the US capital market, the Federal Reserve has actually been forced into a corner against the backdrop of persistently high inflation. Powell does not have much choice but to keep dragging his feet, hoping that the economy, prices, and employment can provide more support so that he does not stay in a corner for too long and can calmly put down the rate hike knife.</b></p>","source":"stock_gelonghui","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>The Federal Reserve's \"hawkish stance\" has caused a major shock to global markets. What are the opinions of various industry leaders?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe Federal Reserve's \"hawkish stance\" has caused a major shock to global markets. What are the opinions of various industry leaders?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-17 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h2>The highly anticipated Federal Reserve interest rate meeting has finally come to a close.</h2>This meeting decided to keep the benchmark interest rate unchanged at the target range of 0% to 0.25%, and to maintain monthly bond purchases at $120 billion, which was in line with market expectations, but also sent a hawkish signal.<b>The dot plot predicts that the Federal Reserve will rate hike at least twice by the end of 2023.</b></p><p><img src=\"https://static.tigerbbs.com/6d551019d876fa3f2ff13ce09225b3fb\" tg-width=\"830\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p>Although there was no rate hike and no reduction in bond purchases, the strengthening of expectations for rate hike in the future still triggered a major shock in global markets.</p><p>Following the news, all three major U.S. stock indexes fell by more than 1% at one point. The decline only narrowed after Powell reassured the market at a press conference, while the yield on the 10-year Treasury Bond broke through 1.5%.</p><p><img src=\"https://static.tigerbbs.com/31b15954f40f967417c3bae286c11a77\" tg-width=\"831\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>The US dollar spot exchange rate index rose 0.6%, briefly breaking through 0.7% during the session, its biggest gain since January 27, while the US Dollar Index broke through the 91 mark.</p><p>Gold futures prices fell sharply by 1.2% to $1,834.20 per ounce in August, while spot prices plummeted by 1.6% to $1,829.26 per ounce. U.S. COMEX gold futures and WTI futures prices also declined.</p><p>Asia-Pacific markets opened sharply today, with the Nikkei 225 index falling 1%, while the South Korean, Singaporean, and Australian S&P 500 indices experienced significant open low.</p><p><img src=\"https://static.tigerbbs.com/4577eed821bdce6f97241294d6c551d9\" tg-width=\"831\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p><p>However, due to the initial decline in the A-share and Hong Kong stock markets yesterday in anticipation of the liquidity tightening risk caused by the Federal Reserve's decision, the ChiNext index plummeted by more than 4%, releasing a sense of panic. Today, the A-share market saw a slight open low before rebounding. As of press time, the Shanghai Composite Index was up 0.37%, the Shenzhen Component Index was up 1.2%, and the ChiNext Index surged and rebounded 2%.</p><p><img src=\"https://static.tigerbbs.com/774b02b14d915f99bc69469e7575c595\" tg-width=\"831\" tg-height=\"205\" referrerpolicy=\"no-referrer\"></p><p>So, what are the views of various institutional leaders on this interest rate meeting, which is considered the most important of the year?</p><p><b>1、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></b></p><p>Analyst Zach Pandl said, \"A more hawkish stance from the Federal Reserve, coupled with growing debate in the market about tapering bond purchases, may be detrimental to dollar short sellers in the short term.\"</p><p><b>2、<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a></b></p><p>Strategist John Velis said that Federal Reserve policymakers expect increased rate hike to push up real interest rates and strengthen the dollar's upward momentum, at least in the short term, with the dot plot showing a more hawkish rate hike path and a predictable short-term outcome of adjusting management interest rates.</p><p><b>3、<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a></b></p><p>George Saravelos, Global Head of Foreign Exchange Research: The Federal Reserve is no longer a \"persistent dove\" nor does it \"stick to its temporary inflation theory.\" The support the Fed provided for the euro to rise against the dollar is no longer there, ending his trading recommendation to go long on the euro against the dollar.</p><p><b>4. Evercore ISI investment</b></p><p>Dennis DeBusschere, Head of Portfolio Strategy: \"Large-cap U.S. stocks will be fine, but this shift by the Fed is detrimental to speculative technology stocks. This is interesting given the recent rise in these stocks, which also reduces the likelihood of the market rising out of control.\"</p><p><b>5. Anben Standard Investment</b></p><p>Deputy Chief Economist James McCann: “This exceeded market expectations. This shift in stance is inconsistent with the Federal Reserve’s recent statement that rising inflation is temporary. If price volatility is temporary, there is no clear reason to rate hike earlier than planned, especially given the recent disappointing performance of the labor market. In the eyes of some, this certainly sends a signal that the Federal Open Market Committee is deepening its concerns about inflation.”</p><p><b>6. Capital Economics</b></p><p>Chief U.S. Economist Paul Ashworth: \"The Fed's insistence that the surge in inflation 'roughly' reflects a 'temporary factor,' but officials have significantly raised their inflation forecasts for this year, and the median forecast now indicates two 25-basis-point rate hike in 2023. We previously assumed the Fed would be more willing to let inflation rise to ensure a 'broad and inclusive' recovery in the labor market—hence only one 25-basis-point rate hike is expected.\" But we clearly misjudged the Federal Reserve's ever-changing response mechanisms and its tolerance for inflation.</p><p><b>7、<a href=\"https://laohu8.com/S/601688\">Huatai Securities</a></b></p><p>The Federal Reserve acknowledged that the effects of supply bottlenecks are likely to be greater than expected, and that inflation expectations may also be higher and longer-lasting than the Fed expects. It also stated that it will adjust its monetary policy stance if there are signs that inflation expectations are substantially and consistently exceeding expectations. This means that persistent inflation expectations may gradually shift from concerns to reality, and the Federal Reserve's tolerance for inflation may not be as firm as it previously appeared.</p><p><b>8. CICC</b></p><p>This meeting did not significantly change the pace of the Federal Reserve's exit. The appropriate time is still likely to be at the end of the year or the fourth quarter. So why did the US Treasury and dollar markets react so strongly? This is mainly due to the market's reaction to the Federal Reserve's interest rate scatter chart suggesting that the pace of rate hike may be advanced, as well as a partial \"correction\" of previous pricing issues. The Federal Reserve's assessment of inflation remains temporary and gradually fading.</p><p>9、<b><a href=\"https://laohu8.com/S/000776\">GF Securities</a></b></p><p>Why is there no mention of cutting QE in anticipation of a strong economic recovery? The Federal Reserve also needs to help the Treasury reduce the cost of issuing Treasury Bond; Taper signals need to wait for Q3; the real risks may arise in the second half of the year. We expect QE to be reduced in Q3. The Biden administration may intend to release risks to US stocks within the year.</p><p><b>The views of these experts are largely convergent, confirming the Fed's hawkish signals and expressing the negative impact that the Fed's rate hike expectations will have on the capital market.</b></p><p><b>As the anchor of global capital market liquidity, although Powell still has ample motivation to protect the US capital market, the Federal Reserve has actually been forced into a corner against the backdrop of persistently high inflation. Powell does not have much choice but to keep dragging his feet, hoping that the economy, prices, and employment can provide more support so that he does not stay in a corner for too long and can calmly put down the rate hike knife.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/470573\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEF":"标普100指数ETF-iShares","OEX":"标普100","DJX":"1/100道琼斯","SSO":"2倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.gelonghui.com/p/470573","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144719786","content_text":"万众瞩目的美联储议息会议终于落下帷幕。\n这次会议，决定将基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场预期，但同时也释放出鹰派信号，点阵图预测美联储2023年底前将至少加息两次。\n\n虽然没有加息，也没有缩减购债规模，但未来要加息的预期加强还是引发全球市场巨震。\n消息一出，美股三大股指一度均跌逾1%，鲍威尔在新闻发布会再度安抚市场后跌幅才收窄，美国10年期国债收益率则冲破1.5%。\n\n美元即期汇率指数上涨0.6%，盘中一度破0.7%，为1月27日以来最大涨幅，美元指数则直线升破91关口。\n8月份黄金期货价格大幅下跌1.2%，至每盎司1834.20美元，现货价格则暴跌1.6%，至每盎司1829.26美元，美国COMEX黄金期货价格、WTI期货价格也都出现下跌。\n今日亚太市场开盘，日经225指数开盘急剧下跌1%，韩国、新加坡、澳洲标普指数等明显低开。\n\n但由于昨日A股港股市场先跌提前预期美联储决议的收流动性风险，创业板暴跌了超4%，释放了恐慌气氛。今日A股市场反而小幅低开后高走反弹，截至发文，沪指涨0.37%，深成指上涨1.2%，创业板大涨反弹2%。\n\n那么，对于这次被称为本年度最重要的议息会议，各家机构大佬又如何看待？\n1、高盛\n分析师Zach Pandl表示：“美联储观点更加强硬，以及市场上越来越多有关购债缩减的争论，短期内可能不利于美元空头。”\n2、纽约梅隆银行\n策略师John Velis表示，美联储决策者预期加息次数增多可能会推升实际利率，增强美元涨势的动力，至少在短期内会如此，点阵图显示的加息路径更加鹰派，以及调整管理利率的一个可预见的短期结果。\n3、德意志银行\n外汇研究全球主管George Saravelos：美联储不再是“持久鸽派”，也不“坚持它的临时性通胀说”，美联储为欧元兑美元上行提供的支撑已不复存在，结束做多欧元兑美元的交易建议。\n4、Evercore ISI投资\n组合策略主管Dennis DeBusschere：“美股大盘股不会有事，但美联储的这种转变不利于投机性科技股。鉴于最近这些股票上涨，这件事很有趣，这也降低了市场涨到失控的可能性。\n5、安本标准投资\n副首席经济学家James McCann：“这超出了市场预期。这个立场转变跟美联储最近说通胀上升是暂时的并不一致。如果价格波动是暂时的，没有明显理由需要比计划更早加息，尤其是在最近劳动力市场表现让人失望的情况下。在一些人看来，这当然会释放出联邦公开市场委员会对通胀的担忧加深的信号。”\n6、凯投宏观\n首席美国经济学家Paul Ashworth：“美联储坚持通胀蹿升‘大致’反映了‘暂时性因素’的说法，但官员们大幅上调了今年通胀率预测，而且现在预测中值显示2023年将有两次各25基点的加息。我们之前假设美联储会更愿意让通胀上升，以确保劳动力市场‘广泛而包容性’复苏——因此预期只有一次25个基点的加息。但我们显然误判了美联储不断变化的反应机制和对通胀的容忍。”\n7、华泰证券\n美联储承认了供给瓶颈的效应比预期更大的可能性，通胀预期也可能比美联储的预期更高且更持久，并表示如果有迹象表明通胀预期正在实质性并且持续地超出预期，将会调整货币政策立场。这意味着持续的通胀预期也可能逐渐由担忧转向现实，美联储对通胀的容忍度可能没之前表现地那么坚定。\n8、中金\n此次会议并没有大幅改变了美联储的退出节奏。合适时间依然可能是在年底或者四季度。那么美债和美元市场为何反应如此剧烈？主要是市场对于美联储利率散点图暗示加息节奏可能提前的反应，以及对于前期定价问题的部分「纠正」。美联储对于通胀的判断依然是暂时性且逐步消退。\n9、广发证券\n预期经济强劲回升为何只字不提削减QE？美联储还需帮助财政部压低国债发行成本；Taper信号需待Q3，真正的风险或在下半年，我们预计：Q3削减QE；拜登政府或有意在年内释放美股风险。\n从这些大佬的观点上，大致趋同，都确认了美联储鹰派信号，也表达了美联储的加息预期将给资本市场造成的利空。\n作为全球资本市场流动性之锚，尽管鲍威尔呵护美国资本市场的动机还充足，但在通胀持续高企的现实背景下，美联储其实已经被逼入墙角，鲍威尔也没有太多的选择余地，能够做的只是不断往后拖，希望经济、物价、就业能够多给点力，让他不至于在墙角呆太久，能够从容地放下加息这把刀。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"UDOW":0.9,".DJI":0.9,"DDM":0.9,"ESmain":0.9,"SSO":0.9,"DJX":0.9,"TQQQ":0.9,"OEX":0.9,"QLD":0.9,".SPX":0.9,"SQQQ":0.9,"SDOW":0.9,"SDS":0.9,"UPRO":0.9,".IXIC":0.9,"PSQ":0.9,"SPXU":0.9,"MNQmain":0.9,"IVV":0.9,"OEF":0.9,"SH":0.9,"QID":0.9,"SPY":0.9,"DOG":0.9,"DXD":0.9,"NQmain":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160528305,"gmtCreate":1623802473207,"gmtModify":1703819737301,"author":{"id":"3585184527329429","authorId":"3585184527329429","name":"Hyunra","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585184527329429","idStr":"3585184527329429"},"themes":[],"title":"","htmlText":"。。","listText":"。。","text":"。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160528305","repostId":"1134804844","repostType":4,"isVote":1,"tweetType":1,"viewCount":3837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160521292,"gmtCreate":1623802449316,"gmtModify":1703819736489,"author":{"id":"3585184527329429","authorId":"3585184527329429","name":"Hyunra","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585184527329429","idStr":"3585184527329429"},"themes":[],"title":"","htmlText":"。。","listText":"。。","text":"。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160521292","repostId":"2143750481","repostType":4,"isVote":1,"tweetType":1,"viewCount":4230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160563519,"gmtCreate":1623802223731,"gmtModify":1703819721925,"author":{"id":"3585184527329429","authorId":"3585184527329429","name":"Hyunra","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585184527329429","idStr":"3585184527329429"},"themes":[],"title":"","htmlText":"。。","listText":"。。","text":"。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160563519","repostId":"1199368394","repostType":4,"isVote":1,"tweetType":1,"viewCount":5475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}