the Committee decided to begin reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities on June 1, as described in the Plans for Reducing the Size of the Federal Reserve's Balance Sheet that were issued in conjunction with this statement.
按|最大抛售后收益率出现下跌↓曲线总体上将趋平 ,那么是不是证明美债市场最严重的一轮抛售可能已结束(量化紧缩并不意味着利空债券)。
目前卖备兑看涨期权(sell covered call), 是很多大的基金采用的策略 ,也可借鉴。"股债调息"加码话来就来 ,反弹比过山车还快↑~~六一缩表 ICE先崩| Dollar cost averaging 是不是触底已经不再重要!!被动投资的优势在于去投机 ,让时间和复利来跑赢錵街基金经理。😍
一旦缩表停止 ,储备子弹继续续吃紧。鉴于市场已经消化了大量加息的预期 ,鹰派surprised 的门槛总是很高。不知道财长鲍爷下一次会议上加息75个基点理由又是什么!? 😆😆🤣
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