美元流动性泛滥美联储构筑的利率底部一击即溃

新浪财经2021-08-24

流动性泛滥情况下，供需失衡推动货币市场利率迈向零水平　　摩根大通表示，美联储今年早些时候的技术调整不是市场灵丹妙药　　美联储为隔夜融资市场构筑的利率底部在汹涌的流动性面前不堪一击。　　从美国国库券到回购协议，货币市场多种证券的利率持续低于0.05%的美联储隔夜逆回购利率，该利率本应被视为短期利率的下限。美联储在6月会议上将隔夜逆回购利率调整了5个基点，以帮助支持短期融资市场的平稳运行。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

蓝白红黑的间条衫
2021-08-24
蓝白红黑的间条衫
??????

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2161772443?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","is_english":false,"pubTime":"2021-08-24 03:47","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2161772443","market":"sh","top_or_hot":-1,"title":"美元流动性泛滥 美联储构筑的利率底部一击即溃","media":"新浪财经","content":"<div>\n<p>流动性泛滥情况下，供需失衡推动货币市场利率迈向零水平\n　　摩根大通表示，美联储今年早些时候的技术调整不是市场灵丹妙药\n\n　　美联储为隔夜融资市场构筑的利率底部在汹涌的流动性面前不堪一击。\n　　从美国国库券到回购协议，货币市场多种证券的利率持续低于0.05%的美联储隔夜逆回购利率，该利率本应被视为短期利率的下限。 美联储在6月会议上将隔夜逆回购利率调整了5个基点，以帮助支持短期融资市场的平稳运行。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-24/doc-ikqcfncc4599306.shtml\">Source Link</a>\n\n</div>\n","source":"sina","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>美元流动性泛滥 美联储构筑的利率底部一击即溃</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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美元流动性泛滥 美联储构筑的利率底部一击即溃\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 03:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-24/doc-ikqcfncc4599306.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>流动性泛滥情况下，供需失衡推动货币市场利率迈向零水平\n　　摩根大通表示，美联储今年早些时候的技术调整不是市场灵丹妙药\n\n　　美联储为隔夜融资市场构筑的利率底部在汹涌的流动性面前不堪一击。\n　　从美国国库券到回购协议，货币市场多种证券的利率持续低于0.05%的美联储隔夜逆回购利率，该利率本应被视为短期利率的下限。 美联储在6月会议上将隔夜逆回购利率调整了5个基点，以帮助支持短期融资市场的平稳运行。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-24/doc-ikqcfncc4599306.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161125","symbol_name":"标普500","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-24/doc-ikqcfncc4599306.shtml","article_id":"2161772443","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2161772443","pubTimestamp":1629748020,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　美联储为隔夜融资市场构筑的利率底部在汹涌的流动性面前不堪一击。　　从美国国库券到回购协议，货币市场多种证券的利率持续低于0.05%的美联储隔夜逆回购利率，该利率本应被视为短期利率的下限。美联储在6月会议上将隔夜逆回购利率调整了5个基点，以帮助支持短期融资市场的平稳运行。流动性暴增一定程度上是因为美联储继续购买资产，以及美国财政部从现金账户提取资金的行为令更多储备金被推入系统中。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPY":"标普500ETF","PSQ":"纳指反向ETF","SH":"标普500反向ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF"},"translate_title":"Dollar liquidity flooded, and the bottom of interest rate built by the Federal Reserve collapsed with one blow","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,"SPY":1,"ZTmain":1,"ZNmain":1,"ZFmain":1,"ZBmain":1,"UBmain":1,"TNmain":1,".DJI":1,"PSQ":0.6,"UPRO":0.6,"UDOW":0.6,"TQQQ":0.6,"SSO":0.6,"SQQQ":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"SDOW":0.6,"QQQ":0.6,"QLD":0.6,"QID":0.6,"DXD":0.6,"OEX":0.6,"OEF":0.6,"IVV":0.6,".SPX":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"NQmain":0.6,"MNQmain":0.6,"ESmain":0.6},"content_text":"流动性泛滥情况下，供需失衡推动货币市场利率迈向零水平\n　　摩根大通表示，美联储今年早些时候的技术调整不是市场灵丹妙药\n\n　　美联储为隔夜融资市场构筑的利率底部在汹涌的流动性面前不堪一击。\n　　从美国国库券到回购协议，货币市场多种证券的利率持续低于0.05%的美联储隔夜逆回购利率，该利率本应被视为短期利率的下限。 美联储在6月会议上将隔夜逆回购利率调整了5个基点，以帮助支持短期融资市场的平稳运行。不过，周一隔夜逆回购工具的使用量再创纪录，达到1.136万亿美元，超过了8月18日触及的前记录1.116万亿美元。\n　　随着大量美元继续淹没融资市场，市场对逆回购的需求激增。流动性暴增一定程度上是因为美联储继续购买资产，以及美国财政部从现金账户提取资金的行为令更多储备金被推入系统中。财政部为了给债务上限留出空间而削减美债发行量的举动进一步加剧了流动性泛滥。\n\n　　“美联储今年早些时候的技术调整不是货币市场的灵丹妙药，” 摩根大通证券策略师Teresa Ho和Alex Roever在一份报告中写道。“影响供需的技术面因素仍然是利率市场主要驱动力，现在供需缺口已经扩大到1.35万亿美元， 美联储的隔夜逆回购利率只能起到“软底部”作用也就不足为奇了。”\n　　这些策略师预计，即使美联储开始减少每月1200亿美元的资产购买规模，这种扭曲状况也会继续持续。就算美联储如摩根大通预期在2022年8月完成减码，仍可能有额外的8500亿-1万亿美元流动性注入金融系统。\n　　虽然一旦债务上限得到解决，美国国债发行料将反弹，但具体会发生在何时目前仍不好说。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":835722470,"gmtCreate":1629757336890,"gmtModify":1676530119124,"author":{"id":"3546057439648684","authorId":"3546057439648684","name":"蓝白红黑的间条衫","avatar":"https://static.tigerbbs.com/64ded5db61c69b7abc937bc62d16afdd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3546057439648684","authorIdStr":"3546057439648684"},"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835722470","repostId":2161772443,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2161772443"}

美元流动性泛滥 美联储构筑的利率底部一击即溃

Comments

美元流动性泛滥美联储构筑的利率底部一击即溃