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kelin0417
03-06
做空美国
鲍威尔周三国会听证,市场最关注什么?
kelin0417
2022-12-15
打败我的不是天真,而是天真冷
美联储紧缩后期的打法:鹰派讲话、鸽派行动
kelin0417
2022-12-15
温润岁月,执着善良
英国央行加息50个基点,利率水平升至2008年10月以来最高
kelin0417
2022-09-07
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kelin0417
2022-06-04
与Uiii可口科技
kelin0417
2022-05-28
学做安静的自己,从容面对,浅浅微笑
kelin0417
2022-04-27
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James的首席投资官LarryAdam认为,虽然鲍威尔可能会受到关于货币政策方向的压力,<strong>但预计他将坚持自己的剧本,让美国政府在降息方面保持耐心</strong>,以等待更多数据来确认通胀持续下降至2%的目标。</p><p>瑞穗证券美国首席经济学家Steven Ricchiuto认为,鲍威尔必须坚守美联储“依赖数据,但我们确实希望降息”的立场。</p><p>另一方面,有分析指出,共和党人也将就美联储将大银行的资本要求提高近20%的提议对鲍威尔展开质询。美联储负责监管的副主席巴尔提出的这项计划遭到了共和党议员和银行业游说团体的强烈批评。美联储可能即将对该计划进行修改,鲍威尔已经暗示,最终版本将需要美联储理事会的广泛支持。</p><p>众议院金融服务委员会主席Patrick McHenry接受媒体采访时表示,<strong>听证会还将关注美联储提高美国大型银行资本金要求的计划。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>鲍威尔周三国会听证,市场最关注什么?</title>\n<style 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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鲍威尔周三国会听证,市场最关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 15:18 北京时间 <a href=https://wallstreetcn.com/articles/3709757><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。今夜,美联储主席鲍威尔即将前往国会山,分别在众议院和参议院发表半年一次的最新货币政策报告,随着美联储3月议息会议前噤声期的临近,市场迫切希望听到关于美联储今年货币政策的更明确指引。分析师普遍认为,美联储今后如何行动的核心在于其对通胀的看法,以及鲍威尔如何表达这一观点。考虑到美国经济的韧性以及通胀的粘性,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709757\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b6bedbccc20128d8223b240fbf83edc","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3709757","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417234830","content_text":"“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。今夜,美联储主席鲍威尔即将前往国会山,分别在众议院和参议院发表半年一次的最新货币政策报告,随着美联储3月议息会议前噤声期的临近,市场迫切希望听到关于美联储今年货币政策的更明确指引。分析师普遍认为,美联储今后如何行动的核心在于其对通胀的看法,以及鲍威尔如何表达这一观点。考虑到美国经济的韧性以及通胀的粘性,鲍威尔的证词将再次强调不急于降息,谨慎决定今年降息的时机。花旗银行的经济学团队认为,投资者不应期待鲍威尔重现去年12月的鸽派论调。SMBC日兴证券首席经济学家Joseph LaVorgna表示,鲍威尔所传达的的核心信息很可能是:我们在通胀方面已取得了很大进展,但任务尚未完成,预计降息即将到来。分析师指出,在大选之年,鲍威尔的国会山之行面临“重重压力”,民主党人可能会希望美联储可以尽早降息,让美国经济在大选年保持活力,而共和党人则希望鲍威尔放弃提高银行资本金的计划。而鲍威尔的国会之行正值市场的关键时刻:美股在突破历史高点后,本周均遭遇不同程度的抛售,人们对利率长期维持在高位的担忧加剧。LPL Financial首席全球策略师Quincy Krosby指出,鲍威尔此行的任务,就是在不引发市场恐慌的前提下,为投资者提供清晰的方向。美国大选年鲍威尔的降息工作日渐艰难最近几周的数据已显示,美国通胀在1月反弹,美联储实现2%通胀目标的“最后一英里”并不顺利,对降息保持谨慎有一定的必要性和合理性。鲍威尔或许将再次阐述不应急于降息的原因。但这一点在国会山听证会的“舞台”上,可能不会让民主党人感到满意。不少分析师认为,民主党议员将会向鲍威尔施压,要求其解释在控制通胀方面已取得了巨大进展,但却仍甘愿冒着损害经济的风险,将利率维持在如此高水平的原因。咨询公司Evenflow Macro创始人Marc Sumerlin表示,这次美联储的压力可能大多来自民主党,美联储今年的声明变得更加鹰派,这对民主党来说存在巨大的风险:“民主党不希望经济出现意外,因为经济一旦开始衰退,一切就会发生得很快,这对民主党而言是一个巨大的风险。”1月30日,美国参议院银行委员会主席、俄亥俄州资深参议员Sherrod Brown致信鲍威尔,敦促鲍威尔“今年尽早”降息,其认为高利率正在伤害小企业。作为参议院银行委员会主席,布朗的这封信可能会给想在利率问题上向鲍威尔施压的民主党人提供机会。除此之外,美联储政策独立性也是鲍威尔避不开的话题,鲍威尔此前反复强调,即将到来的选举对政策决定没有影响,但一些美联储观察人士担心,今年的降息可能被视为美联储在支持民主党。Santander US Capital Markets LLC首席美国经济学家Stephen Stanle上周在给客户的报告中指出,除了今年上半年好于预期的经济表现和通胀反弹外,大选的到来也可能会说服美联储在选举结束前按兵不动。Raymond James的首席投资官LarryAdam认为,虽然鲍威尔可能会受到关于货币政策方向的压力,但预计他将坚持自己的剧本,让美国政府在降息方面保持耐心,以等待更多数据来确认通胀持续下降至2%的目标。瑞穗证券美国首席经济学家Steven Ricchiuto认为,鲍威尔必须坚守美联储“依赖数据,但我们确实希望降息”的立场。另一方面,有分析指出,共和党人也将就美联储将大银行的资本要求提高近20%的提议对鲍威尔展开质询。美联储负责监管的副主席巴尔提出的这项计划遭到了共和党议员和银行业游说团体的强烈批评。美联储可能即将对该计划进行修改,鲍威尔已经暗示,最终版本将需要美联储理事会的广泛支持。众议院金融服务委员会主席Patrick McHenry接受媒体采访时表示,听证会还将关注美联储提高美国大型银行资本金要求的计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623139558,"gmtCreate":1671108236775,"gmtModify":1671108238382,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"打败我的不是天真,而是天真冷","listText":"打败我的不是天真,而是天真冷","text":"打败我的不是天真,而是天真冷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623139558","repostId":"1154997216","repostType":4,"repost":{"id":"1154997216","pubTimestamp":1671101503,"share":"https://www.laohu8.com/m/news/1154997216?lang=&edition=full","pubTime":"2022-12-15 18:51","market":"us","language":"zh","title":"美联储紧缩后期的打法:鹰派讲话、鸽派行动","url":"https://stock-news.laohu8.com/highlight/detail?id=1154997216","media":"Wind资讯","summary":"在美联储议息之前,华尔街已经开始讨论本周就是最后一次加息。随后,美联储在2022年最后一次议息会议上表现并没有市场预期的那样鸽派,对加息的表述反而比市场想象中更加的鹰派。即便如此,市场讨论美联储由此转","content":"<html><head></head><body><p>在美联储议息之前,华尔街已经开始讨论本周就是最后一次加息。随后,美联储在2022年最后一次议息会议上表现并没有市场预期的那样鸽派,对加息的表述反而比市场想象中更加的鹰派。即便如此,市场讨论美联储由此转鸽的声音并没有消失,反而更坚定了。</p><p>目前美联储已经将利率提升至4.25%-4.5%。目前,困扰投资者的问题是,随着经济走弱和通胀放缓,美联储下一步会做什么。美联储给出的口头答案是:继续提高利率。</p><p>美联储发布的点阵图显示,政策制定者预计明年将利率区间再提高75个基点,许多官员预计利率将提高100个基点或更多。最新的美联储声明与11月会议后发布的声明几乎没有变化,其中有一点表示,政策制定会议“预计目标区间的持续上升将是适当的”。</p><p>有评论称,美联储点阵图又能说明什么呢?仅仅是美联储政策制定者认为,他们知道在未来一年会做什么,但最终会不会做得到,还不一定。回想2021年12月,美联储的预测要求今年加息75个基点,使央行目标区间的中枢点位达到0.875%。然而,今年最后一次加息结束,利率中枢点位达到4.375%!</p><p>考虑到美联储将物价上涨归因于“暂时性”因素,美联储不愿意将劳工部连续两次发布的通胀报告,推断为持续通胀出现趋势性下降,这或许是可以理解的。但未来几个月通胀将继续降温的迹象开始变得明朗起来。再加上经济和劳动力市场,他们感受到了美联储过去加息的影响,很容易想象美联储在明年不会大幅加息。</p><p>别忘了,美联储在2021年通胀刚开始抬头的时候,也使用了“暂时性”一词。因此,很难不让人想到这一次,美联储也会在通胀问题上出现误判。</p><p>事实上,固定收益投资者似乎已经得出了美联储鹰派坚定信念的结论。利率期货继续暗示,美联储将在明年上半年加息50个基点,然后在2023年底前降息。事实上,如果美联储的目标是让投资者相信其完成通胀斗争的承诺,那么最好承认经济确实似乎正在降温,提供市场不相信的利率预测,无助于维持美联储的信誉。</p></body></html>","source":"wind","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>美联储紧缩后期的打法:鹰派讲话、鸽派行动</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; 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}\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美联储紧缩后期的打法:鹰派讲话、鸽派行动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 18:51 北京时间 <a href=https://m.wind.com.cn/mobwftweb/M/news.html?show=wft&code=3C828BD07C43&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.8.9#/53635F1DD60FFB13927DA36960F75B69><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美联储议息之前,华尔街已经开始讨论本周就是最后一次加息。随后,美联储在2022年最后一次议息会议上表现并没有市场预期的那样鸽派,对加息的表述反而比市场想象中更加的鹰派。即便如此,市场讨论美联储由此转鸽的声音并没有消失,反而更坚定了。目前美联储已经将利率提升至4.25%-4.5%。目前,困扰投资者的问题是,随着经济走弱和通胀放缓,美联储下一步会做什么。美联储给出的口头答案是:继续提高利率。美联储...</p>\n\n<a href=\"https://m.wind.com.cn/mobwftweb/M/news.html?show=wft&code=3C828BD07C43&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.8.9#/53635F1DD60FFB13927DA36960F75B69\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://m.wind.com.cn/mobwftweb/M/news.html?show=wft&code=3C828BD07C43&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.8.9#/53635F1DD60FFB13927DA36960F75B69","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154997216","content_text":"在美联储议息之前,华尔街已经开始讨论本周就是最后一次加息。随后,美联储在2022年最后一次议息会议上表现并没有市场预期的那样鸽派,对加息的表述反而比市场想象中更加的鹰派。即便如此,市场讨论美联储由此转鸽的声音并没有消失,反而更坚定了。目前美联储已经将利率提升至4.25%-4.5%。目前,困扰投资者的问题是,随着经济走弱和通胀放缓,美联储下一步会做什么。美联储给出的口头答案是:继续提高利率。美联储发布的点阵图显示,政策制定者预计明年将利率区间再提高75个基点,许多官员预计利率将提高100个基点或更多。最新的美联储声明与11月会议后发布的声明几乎没有变化,其中有一点表示,政策制定会议“预计目标区间的持续上升将是适当的”。有评论称,美联储点阵图又能说明什么呢?仅仅是美联储政策制定者认为,他们知道在未来一年会做什么,但最终会不会做得到,还不一定。回想2021年12月,美联储的预测要求今年加息75个基点,使央行目标区间的中枢点位达到0.875%。然而,今年最后一次加息结束,利率中枢点位达到4.375%!考虑到美联储将物价上涨归因于“暂时性”因素,美联储不愿意将劳工部连续两次发布的通胀报告,推断为持续通胀出现趋势性下降,这或许是可以理解的。但未来几个月通胀将继续降温的迹象开始变得明朗起来。再加上经济和劳动力市场,他们感受到了美联储过去加息的影响,很容易想象美联储在明年不会大幅加息。别忘了,美联储在2021年通胀刚开始抬头的时候,也使用了“暂时性”一词。因此,很难不让人想到这一次,美联储也会在通胀问题上出现误判。事实上,固定收益投资者似乎已经得出了美联储鹰派坚定信念的结论。利率期货继续暗示,美联储将在明年上半年加息50个基点,然后在2023年底前降息。事实上,如果美联储的目标是让投资者相信其完成通胀斗争的承诺,那么最好承认经济确实似乎正在降温,提供市场不相信的利率预测,无助于维持美联储的信誉。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623139135,"gmtCreate":1671108044728,"gmtModify":1671108046276,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"温润岁月,执着善良","listText":"温润岁月,执着善良","text":"温润岁月,执着善良","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623139135","repostId":"1110238439","repostType":4,"repost":{"id":"1110238439","pubTimestamp":1671107180,"share":"https://www.laohu8.com/m/news/1110238439?lang=&edition=full","pubTime":"2022-12-15 20:26","market":"uk","language":"zh","title":"英国央行加息50个基点,利率水平升至2008年10月以来最高","url":"https://stock-news.laohu8.com/highlight/detail?id=1110238439","media":"华尔街见闻","summary":"英国央行同时放弃对利率的前瞻指引。","content":"<html><head></head><body><p>考虑到可能的经济衰退前景,英国央行12月放缓升息幅度,宣布加息50个基点。在本次加息后,英国利率水平已升至2008年10月以来最高。</p><p>12月15日,英国央行公布最新利率决议。英国央行如期加息50个基点,将政策利率从3%提高至3.5%,连续第九次加息。本次加息投票比例为6:3,多数委员认为“可能需要进一步加息”,以应对来自物价和工资的持续国内通胀压力。英国央行同时放弃对利率的前瞻指引。</p><p><img src=\"https://static.tigerbbs.com/fefcec7f0780960abe5ede4b3df8565e\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>英国央行在声明中表示,目前货币政策委员会内部对加息幅度存在三种不同看法。支持进一步加息的委员认为,更多的证据表明价格压力“会持续更长时间”;而支持放缓加息的委员则表示,鉴于经济疲软,3%的利率“绰绰有余”。</p><p>决议发布后,英国国债收益率扩大涨幅,上涨约40个基点。英镑兑美元GBP/USD短线走低约30点,日跌幅扩大至1%。</p><p><img src=\"https://static.tigerbbs.com/7a759fb0f039ab0f5f9c7ee6febdca3d\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"live_wallstreetcn","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>英国央行加息50个基点,利率水平升至2008年10月以来最高</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; 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class=\"title\">\n英国央行加息50个基点,利率水平升至2008年10月以来最高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 20:26 北京时间 <a href=https://wallstreetcn.com/articles/3677591><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>考虑到可能的经济衰退前景,英国央行12月放缓升息幅度,宣布加息50个基点。在本次加息后,英国利率水平已升至2008年10月以来最高。12月15日,英国央行公布最新利率决议。英国央行如期加息50个基点,将政策利率从3%提高至3.5%,连续第九次加息。本次加息投票比例为6:3,多数委员认为“可能需要进一步加息”,以应对来自物价和工资的持续国内通胀压力。英国央行同时放弃对利率的前瞻指引。英国央行在声明中...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677591\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05bdf200c4138336b0f7e4174ef1a988","relate_stocks":{"EWU":"英国ETF-iShares MSCI"},"source_url":"https://wallstreetcn.com/articles/3677591","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110238439","content_text":"考虑到可能的经济衰退前景,英国央行12月放缓升息幅度,宣布加息50个基点。在本次加息后,英国利率水平已升至2008年10月以来最高。12月15日,英国央行公布最新利率决议。英国央行如期加息50个基点,将政策利率从3%提高至3.5%,连续第九次加息。本次加息投票比例为6:3,多数委员认为“可能需要进一步加息”,以应对来自物价和工资的持续国内通胀压力。英国央行同时放弃对利率的前瞻指引。英国央行在声明中表示,目前货币政策委员会内部对加息幅度存在三种不同看法。支持进一步加息的委员认为,更多的证据表明价格压力“会持续更长时间”;而支持放缓加息的委员则表示,鉴于经济疲软,3%的利率“绰绰有余”。决议发布后,英国国债收益率扩大涨幅,上涨约40个基点。英镑兑美元GBP/USD短线走低约30点,日跌幅扩大至1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669597395,"gmtCreate":1662511874017,"gmtModify":1662511874778,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"赢了","listText":"赢了","text":"赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669597395","repostId":"1112642348","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617646220,"gmtCreate":1654308212961,"gmtModify":1704859284325,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"与Uiii可口科技","listText":"与Uiii可口科技","text":"与Uiii可口科技","images":[{"img":"https://static.tigerbbs.com/56a90c9a3c3668c6f56a0990e04c5d81","width":"750","height":"586"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617646220","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":614578747,"gmtCreate":1653669882891,"gmtModify":1704857928408,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"学做安静的自己,从容面对,浅浅微笑","listText":"学做安静的自己,从容面对,浅浅微笑","text":"学做安静的自己,从容面对,浅浅微笑","images":[{"img":"https://static.tigerbbs.com/3c763a20924d9c403747e903e6c7711a","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614578747","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618683693,"gmtCreate":1651017310712,"gmtModify":1651017310712,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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15:18","market":"us","language":"zh","title":"鲍威尔周三国会听证,市场最关注什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417234830","media":"华尔街见闻","summary":"“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。","content":"<html><head></head><body><blockquote><p><strong>“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。</strong></p></blockquote><p>今夜,美联储主席鲍威尔即将前往国会山,分别在众议院和参议院发表半年一次的最新货币政策报告,随着美联储3月议息会议前噤声期的临近,市场迫切希望听到关于美联储今年货币政策的更明确指引。</p><p>分析师普遍认为,美联储今后如何行动的核心在于其对通胀的看法,以及鲍威尔如何表达这一观点。考虑到美国经济的韧性以及通胀的粘性,鲍威尔的证词将<strong>再次强调不急于降息,谨慎决定今年降息的时机。</strong>花旗银行的经济学团队认为,投资者不应期待鲍威尔重现去年12月的鸽派论调。</p><p>SMBC日兴证券首席经济学家Joseph LaVorgna表示,鲍威尔所传达的的核心信息很可能是:<strong>我们在通胀方面已取得了很大进展,但任务尚未完成,预计降息即将到来。</strong></p><p>分析师指出,在大选之年,鲍威尔的国会山之行面临“重重压力”,民主党人可能会希望美联储可以尽早降息,让美国经济在大选年保持活力,而共和党人则希望鲍威尔放弃提高银行资本金的计划。</p><p>而鲍威尔的国会之行正值市场的关键时刻:美股在突破历史高点后,本周均遭遇不同程度的抛售,人们对利率长期维持在高位的担忧加剧。LPL Financial首席全球策略师Quincy Krosby指出,鲍威尔此行的任务,<strong>就是在不引发市场恐慌的前提下,为投资者提供清晰的方向。</strong></p><p><strong>美国大选年鲍威尔的降息工作日渐艰难</strong></p><p>最近几周的数据已显示,美国通胀在1月反弹,美联储实现2%通胀目标的“最后一英里”并不顺利,对降息保持谨慎有一定的必要性和合理性。<strong>鲍威尔或许将再次阐述不应急于降息的原因。</strong></p><p>但这一点在国会山听证会的“舞台”上,可能不会让民主党人感到满意。不少分析师认为,民主党议员将会向鲍威尔施压,要求其解释<strong>在控制通胀方面已取得了巨大进展,但却仍甘愿冒着损害经济的风险,将利率维持在如此高水平的原因。</strong></p><p>咨询公司Evenflow Macro创始人Marc Sumerlin表示,这次美联储的压力可能大多来自民主党,美联储今年的声明变得更加鹰派,这对民主党来说存在巨大的风险:</p><blockquote><p>“民主党不希望经济出现意外,因为经济一旦开始衰退,一切就会发生得很快,这对民主党而言是一个巨大的风险。”</p></blockquote><p>1月30日,美国参议院银行委员会主席、俄亥俄州资深参议员Sherrod Brown致信鲍威尔,敦促鲍威尔“今年尽早”降息,其认为高利率正在伤害小企业。作为参议院银行委员会主席,布朗的这封信可能会给想在利率问题上向鲍威尔施压的民主党人提供机会。</p><p>除此之外,美联储政策独立性也是鲍威尔避不开的话题,鲍威尔此前反复强调,即将到来的选举对政策决定没有影响,但一些美联储观察人士担心,<strong>今年的降息可能被视为美联储在支持民主党。</strong></p><p>Santander US Capital Markets LLC首席美国经济学家Stephen Stanle上周在给客户的报告中指出,除了今年上半年好于预期的经济表现和通胀反弹外,<strong>大选的到来也可能会说服美联储在选举结束前按兵不动。</strong></p><p>Raymond James的首席投资官LarryAdam认为,虽然鲍威尔可能会受到关于货币政策方向的压力,<strong>但预计他将坚持自己的剧本,让美国政府在降息方面保持耐心</strong>,以等待更多数据来确认通胀持续下降至2%的目标。</p><p>瑞穗证券美国首席经济学家Steven Ricchiuto认为,鲍威尔必须坚守美联储“依赖数据,但我们确实希望降息”的立场。</p><p>另一方面,有分析指出,共和党人也将就美联储将大银行的资本要求提高近20%的提议对鲍威尔展开质询。美联储负责监管的副主席巴尔提出的这项计划遭到了共和党议员和银行业游说团体的强烈批评。美联储可能即将对该计划进行修改,鲍威尔已经暗示,最终版本将需要美联储理事会的广泛支持。</p><p>众议院金融服务委员会主席Patrick McHenry接受媒体采访时表示,<strong>听证会还将关注美联储提高美国大型银行资本金要求的计划。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>鲍威尔周三国会听证,市场最关注什么?</title>\n<style 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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鲍威尔周三国会听证,市场最关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 15:18 北京时间 <a href=https://wallstreetcn.com/articles/3709757><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。今夜,美联储主席鲍威尔即将前往国会山,分别在众议院和参议院发表半年一次的最新货币政策报告,随着美联储3月议息会议前噤声期的临近,市场迫切希望听到关于美联储今年货币政策的更明确指引。分析师普遍认为,美联储今后如何行动的核心在于其对通胀的看法,以及鲍威尔如何表达这一观点。考虑到美国经济的韧性以及通胀的粘性,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709757\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b6bedbccc20128d8223b240fbf83edc","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3709757","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417234830","content_text":"“重压之下”的鲍威尔需要再次阐述,为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。今夜,美联储主席鲍威尔即将前往国会山,分别在众议院和参议院发表半年一次的最新货币政策报告,随着美联储3月议息会议前噤声期的临近,市场迫切希望听到关于美联储今年货币政策的更明确指引。分析师普遍认为,美联储今后如何行动的核心在于其对通胀的看法,以及鲍威尔如何表达这一观点。考虑到美国经济的韧性以及通胀的粘性,鲍威尔的证词将再次强调不急于降息,谨慎决定今年降息的时机。花旗银行的经济学团队认为,投资者不应期待鲍威尔重现去年12月的鸽派论调。SMBC日兴证券首席经济学家Joseph LaVorgna表示,鲍威尔所传达的的核心信息很可能是:我们在通胀方面已取得了很大进展,但任务尚未完成,预计降息即将到来。分析师指出,在大选之年,鲍威尔的国会山之行面临“重重压力”,民主党人可能会希望美联储可以尽早降息,让美国经济在大选年保持活力,而共和党人则希望鲍威尔放弃提高银行资本金的计划。而鲍威尔的国会之行正值市场的关键时刻:美股在突破历史高点后,本周均遭遇不同程度的抛售,人们对利率长期维持在高位的担忧加剧。LPL Financial首席全球策略师Quincy Krosby指出,鲍威尔此行的任务,就是在不引发市场恐慌的前提下,为投资者提供清晰的方向。美国大选年鲍威尔的降息工作日渐艰难最近几周的数据已显示,美国通胀在1月反弹,美联储实现2%通胀目标的“最后一英里”并不顺利,对降息保持谨慎有一定的必要性和合理性。鲍威尔或许将再次阐述不应急于降息的原因。但这一点在国会山听证会的“舞台”上,可能不会让民主党人感到满意。不少分析师认为,民主党议员将会向鲍威尔施压,要求其解释在控制通胀方面已取得了巨大进展,但却仍甘愿冒着损害经济的风险,将利率维持在如此高水平的原因。咨询公司Evenflow Macro创始人Marc Sumerlin表示,这次美联储的压力可能大多来自民主党,美联储今年的声明变得更加鹰派,这对民主党来说存在巨大的风险:“民主党不希望经济出现意外,因为经济一旦开始衰退,一切就会发生得很快,这对民主党而言是一个巨大的风险。”1月30日,美国参议院银行委员会主席、俄亥俄州资深参议员Sherrod Brown致信鲍威尔,敦促鲍威尔“今年尽早”降息,其认为高利率正在伤害小企业。作为参议院银行委员会主席,布朗的这封信可能会给想在利率问题上向鲍威尔施压的民主党人提供机会。除此之外,美联储政策独立性也是鲍威尔避不开的话题,鲍威尔此前反复强调,即将到来的选举对政策决定没有影响,但一些美联储观察人士担心,今年的降息可能被视为美联储在支持民主党。Santander US Capital Markets LLC首席美国经济学家Stephen Stanle上周在给客户的报告中指出,除了今年上半年好于预期的经济表现和通胀反弹外,大选的到来也可能会说服美联储在选举结束前按兵不动。Raymond James的首席投资官LarryAdam认为,虽然鲍威尔可能会受到关于货币政策方向的压力,但预计他将坚持自己的剧本,让美国政府在降息方面保持耐心,以等待更多数据来确认通胀持续下降至2%的目标。瑞穗证券美国首席经济学家Steven Ricchiuto认为,鲍威尔必须坚守美联储“依赖数据,但我们确实希望降息”的立场。另一方面,有分析指出,共和党人也将就美联储将大银行的资本要求提高近20%的提议对鲍威尔展开质询。美联储负责监管的副主席巴尔提出的这项计划遭到了共和党议员和银行业游说团体的强烈批评。美联储可能即将对该计划进行修改,鲍威尔已经暗示,最终版本将需要美联储理事会的广泛支持。众议院金融服务委员会主席Patrick McHenry接受媒体采访时表示,听证会还将关注美联储提高美国大型银行资本金要求的计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623139558,"gmtCreate":1671108236775,"gmtModify":1671108238382,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"打败我的不是天真,而是天真冷","listText":"打败我的不是天真,而是天真冷","text":"打败我的不是天真,而是天真冷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623139558","repostId":"1154997216","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623139135,"gmtCreate":1671108044728,"gmtModify":1671108046276,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"温润岁月,执着善良","listText":"温润岁月,执着善良","text":"温润岁月,执着善良","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623139135","repostId":"1110238439","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669597395,"gmtCreate":1662511874017,"gmtModify":1662511874778,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"赢了","listText":"赢了","text":"赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669597395","repostId":"1112642348","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617646220,"gmtCreate":1654308212961,"gmtModify":1704859284325,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"与Uiii可口科技","listText":"与Uiii可口科技","text":"与Uiii可口科技","images":[{"img":"https://static.tigerbbs.com/56a90c9a3c3668c6f56a0990e04c5d81","width":"750","height":"586"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617646220","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":614578747,"gmtCreate":1653669882891,"gmtModify":1704857928408,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"学做安静的自己,从容面对,浅浅微笑","listText":"学做安静的自己,从容面对,浅浅微笑","text":"学做安静的自己,从容面对,浅浅微笑","images":[{"img":"https://static.tigerbbs.com/3c763a20924d9c403747e903e6c7711a","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614578747","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618683693,"gmtCreate":1651017310712,"gmtModify":1651017310712,"author":{"id":"4110433238619520","authorId":"4110433238619520","name":"kelin0417","avatar":"https://static.tigerbbs.com/9749dabd0e271985308d0f40c7fd1bfe","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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