美联储5月议息会议以“平淡”收场,市场几乎没有得到任何自己希望得到的确切消息。多头和空头似乎也都没找到最准确的信息,结果,市场表现更为平淡——美股、美债以及美元,几乎都在窄幅区间震荡。鲍威尔的讲话透露出的信息有如下几点:首先,加息周期已经结束,下次会议的加息是’unlikely’,换言之,加息不会是未来的政策选项;第二,现在缺乏降息的确定性条件,降息需要两个触发因素:第一是通胀快速下行,第二是...
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