FOMC将近，加息预期如何演绎？

泓观卓见2022-06-14

FOMC将于美东时间6月15日（周三）召开，上周起美联储进入缄默期。然而，上周超预期的通胀数据出炉后，通胀预期上升，加息预期大幅升温，市场进入紧缩交易。对于当前通胀与市场预期的解读，我们认为：供应链方面，交运价格大幅回落，美国内外部物流压力明显缓和。美国洛杉矶和长滩港在泊位及其外围等待的船只数量从上周的30只明显回落至19只，港口进入泊位船舶等待时间延续下降趋势。物流方面，近期海运价格明显下滑，...

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  • 愛我幸福满满
    2022-06-14
    愛我幸福满满
    [微笑] 
  • 嘞撸虎7
    2022-06-14
    嘞撸虎7
    閱
  • 荷马先生
    2022-06-14
    荷马先生
    美聯儲不應成爲華爾街做空股市的幫兇和配合工具
    • xsl: 
      盒马鲜生对漂亮国真忠诚啊[开心]
  • kuro123
    2022-06-14
    kuro123
    .
  • 瀚妈
    2022-06-13
    瀚妈
    Q
  • 瀚妈
    2022-06-13
    瀚妈
    Okay 
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