华尔街齐声造势，小摩：加息周期将在2023年初结束

华尔街见闻2022-11-01

这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...

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Comments

AhSong
2022-11-01
AhSong
好
Iris俊
2022-11-01
Iris俊
K
虎虎生威000
2022-11-01
虎虎生威000
哈哈，市場會反映一切！
newbill
2022-11-01
newbill
不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]
Paggie
2022-11-01
Paggie
閱
抢菜抢菜抢菜
2022-11-01
抢菜抢菜抢菜
好

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White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9985923571,"gmtCreate":1667298098493,"gmtModify":1676537893698,"author":{"id":"3567004043453333","authorId":"3567004043453333","name":"AhSong","avatar":"https://static.tigerbbs.com/6cf1ed321a8ef9637c0db44a35c4b163","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3567004043453333","idStr":"3567004043453333"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985923571","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985995813,"gmtCreate":1667286017932,"gmtModify":1676537891512,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985995813","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":665645458,"gmtCreate":1667283598476,"gmtModify":1676537891092,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555101453748851","idStr":"3555101453748851"},"htmlText":"哈哈，市場會反映一切！","listText":"哈哈，市場會反映一切！","text":"哈哈，市場會反映一切！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665645458","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985074305,"gmtCreate":1667280556507,"gmtModify":1676537890519,"author":{"id":"3577223265713987","authorId":"3577223265713987","name":"newbill","avatar":"https://static.tigerbbs.com/71b3c2c0eb6dc5b74b511c7256c91570","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3577223265713987","idStr":"3577223265713987"},"htmlText":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]&nbsp;","listText":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]&nbsp;","text":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985074305","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985073614,"gmtCreate":1667279166138,"gmtModify":1676537890335,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4111640372193142","idStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985073614","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665654032,"gmtCreate":1667279137030,"gmtModify":1676537890342,"author":{"id":"4094264306111180","authorId":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4094264306111180","idStr":"4094264306111180"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665654032","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":44,"commentSize":10,"repostSize":0,"favoriteSize":11,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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