102058551
reacted to
控制好通胀,
对决策者美联储而言,
不单单只是无底线升息那么简单,
还有一个至关重要的一点是控制升息的预期。
美联储口硬心软?
其实作为美联储的高级官员,
鲍威尔和他的幕僚不可能不知道,
CPI 的反弹并超过预期值,
主要原因是来自于能源价格的攀升,
而能源价格自7月中以来的上涨,
基本上与OPEC+的展延将产措施有关。
另一组重要的数据 Core CPI 则刻画出了另一番风景,
Core CPI 在排除了波动较大的能源和食品价格之后,
其实是符合预期的。
继续升息来抑制通货膨胀属于不是很明确的做法,
毕竟现在的阶段,
物价的上升,
问题已经不算是出在需求端,
而是供给端。
需求方面,
美联储的激进式升息已经发挥作用,
占比较大的住房的价格上升已经缓和许多。
美联储的口硬心软,
是板上钉钉的事,
也将会一直这样维持下去,
直到物价指数CPI 回到正常区间波动,
那就是2-3% ,
届时美联储可能出现态度转变,
要不然过早出现转态,
也只是会让过去一年半里的努力和控制物价的政策胎死腹中。
9月份FOMC 的议决不升息,
符合市场的预期,
但鹰风阵阵的 点阵图...
对决策者美联储而言,
不单单只是无底线升息那么简单,
还有一个至关重要的一点是控制升息的预期。
美联储口硬心软?
其实作为美联储的高级官员,
鲍威尔和他的幕僚不可能不知道,
CPI 的反弹并超过预期值,
主要原因是来自于能源价格的攀升,
而能源价格自7月中以来的上涨,
基本上与OPEC+的展延将产措施有关。
另一组重要的数据 Core CPI 则刻画出了另一番风景,
Core CPI 在排除了波动较大的能源和食品价格之后,
其实是符合预期的。
继续升息来抑制通货膨胀属于不是很明确的做法,
毕竟现在的阶段,
物价的上升,
问题已经不算是出在需求端,
而是供给端。
需求方面,
美联储的激进式升息已经发挥作用,
占比较大的住房的价格上升已经缓和许多。
美联储的口硬心软,
是板上钉钉的事,
也将会一直这样维持下去,
直到物价指数CPI 回到正常区间波动,
那就是2-3% ,
届时美联储可能出现态度转变,
要不然过早出现转态,
也只是会让过去一年半里的努力和控制物价的政策胎死腹中。
9月份FOMC 的议决不升息,
符合市场的预期,
但鹰风阵阵的 点阵图...
56
not sure how to use the app
102058551
commented on and voted
Spoiler: At the end of this post, there is a chance for you to win points! Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of this week! (Nano caps are excluded.)
Make Your Choices
💡Buzzing Stocks List & Mooers Comments
Stocks ended the first trading session of September mostly higher but off th...
Make Your Choices
💡Buzzing Stocks List & Mooers Comments
Stocks ended the first trading session of September mostly higher but off th...
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Note...
● An equal share of 1,000 points: For mooers who correctly guess NIO's (US-Market) closing price range on August 29 ET by 2:30 PM, August 29 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing NIO's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note...
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$STARPLUS LEGEND(06683.HK$
Jay Chou's concept stock “Legend of the Superstar” was listed at HKD4.25 today, July 13. At its peak, it reached 6.30, but now it has temporarily pulled back. Although Harry is a big Jay Chou fan, he hasn't planned to buy it yet. Many times the price on the first day of the IPO is false 🔥, and after that, it calms down for a while.
Are there any fans of Zhou Dong here? You might as well follow Harry. We will continue to follow up with Zhou Dong's concept stocks in the future.
Jay Chou's concept stock “Legend of the Superstar” was listed at HKD4.25 today, July 13. At its peak, it reached 6.30, but now it has temporarily pulled back. Although Harry is a big Jay Chou fan, he hasn't planned to buy it yet. Many times the price on the first day of the IPO is false 🔥, and after that, it calms down for a while.
Are there any fans of Zhou Dong here? You might as well follow Harry. We will continue to follow up with Zhou Dong's concept stocks in the future.
Translated
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