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美联储会议引发市场波动,“东升西降交易”能否持续
本周迎来超级央行周,美联储、日本央行、英国央行连番登场。最受关注的美联储引发市场波动,下调GDP增速的预测,点阵图显示美联储保持今年降息两次的预测不变。 高盛称,美联储主席鲍威尔整体上偏鸽派,提及通胀是“暂时性的”,比预期更快地缩减量化紧缩(QT)的步伐,这可能足以让多头感到美联储的“隐形托底”政策正在回归市场,即所谓的“美联储看跌期权”(Fed ...
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