摩根大通CEO：美联储加息远超预期，市场风险前所未有

华尔街见闻2022-04-05

戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场，要做好准备。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。4月4日周一，美国资产规模最大的银行摩根大通的CEO戴蒙在致股东的信中，对未来美国经济和市场发出严重警告。戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的...

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

赚些零花钱吧
2022-04-05
赚些零花钱吧
天天製造恐慌言論，自已加倉
JWZ137
2022-04-05
JWZ137
Wow
蓝白红黑的间条衫
2022-04-05
蓝白红黑的间条衫
華爾街見聞這個美股鬧餐黑子的常規操作而已！👽👽👽
ivyteo6911
2022-04-05
ivyteo6911
🙏🙏🙏

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2225304903?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","is_english":false,"pubTime":"2022-04-05 10:31","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2225304903","market":"hk","top_or_hot":-1,"title":"摩根大通CEO：美联储加息远超预期，市场风险前所未有","media":"华尔街见闻","content":"<div>\n<p>戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场，要做好准备。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。4月4日周一，美国资产规模最大的银行摩根大通的CEO戴蒙在致股东的信中，对未来美国经济和市场发出严重警告。戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-04-05/doc-imcwiwss9950188.shtml?finpagefr=p_115\">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>摩根大通CEO：美联储加息远超预期，市场风险前所未有</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摩根大通CEO：美联储加息远超预期，市场风险前所未有\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-04-05/doc-imcwiwss9950188.shtml?finpagefr=p_115><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场，要做好准备。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。4月4日周一，美国资产规模最大的银行摩根大通的CEO戴蒙在致股东的信中，对未来美国经济和市场发出严重警告。戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-04-05/doc-imcwiwss9950188.shtml?finpagefr=p_115\">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":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-04-05/doc-imcwiwss9950188.shtml?finpagefr=p_115","article_id":"2225304903","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6"],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2022-04-05/doc-imcwiwss9950188.shtml?finpagefr=p_115","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2225304903","pubTimestamp":1649125919,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场，要做好准备。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。　　4月4日周一，美国资产规模最大的银行摩根大通的CEO戴蒙在致股东的信中，对未来美国经济和市场发出严重警告。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"CEO of JP Morgan Chase: The Fed raised interest rates far beyond expectations, and the market risk was unprecedented","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c7d9b3d778e61744a49f97f6abc16e99","symbols_score_info":{},"content_text":"戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场，要做好准备。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。4月4日周一，美国资产规模最大的银行摩根大通的CEO戴蒙在致股东的信中，对未来美国经济和市场发出严重警告。戴蒙称，目前美联储的紧缩周期绝不是市场此前预计的那样，投资者要为可能比预期更多的加息做好准备。而这一过程将引起很多恐慌和非常动荡的市场。美国同时对抗通胀、战争和新冠疫情，给经济带来“前所未有”的风险。戴蒙警告称，今年的这封信是在俄乌冲突升级和高通胀可能损害美国经济增长的情况下发出。他认为，乌克兰局势叠加高通胀，会减缓新冠疫情后的复苏，并在未来几十年改变全球联盟。他在信中表示：我们正面临着各种挑战：新冠疫情，全球经济急剧衰退又强劲复苏，通货膨胀加剧，俄乌冲突以及史无前例的西方国家对俄罗斯的制裁等等。在戴蒙看来，近期地缘政治动荡造成的能源危机加剧了已经飙升的通货膨胀，这将会使得美联储处于一个不稳定的状态。戴蒙指出，“当前所呈现的情况，与我们过去所经历的完全不同——它们的汇合可能会大大增加未来的风险。虽然所有这些事件都有可能并有希望得到和平解决，但我们应该为潜在的负面结果做好准备。”自戴蒙上一封股东信以来，很多事情都发生了变化。去年4月，随着疫情好转，戴蒙称经济可能迎来“金发姑娘时刻”——快速、持续的增长，以及通胀和利率缓慢上升。相反，随后经济迎来的是与增长相伴的、远超预期的通胀。戴蒙认为，美联储在应对新冠初期时推出的宽松货币政策，以及财政部当初大水漫灌的刺激措施可能太多，且持续时间太长。“事后看来，这种药可能太多而且持续时间太长。”戴蒙警告称，美联储加息的次数“可能远高于市场预期”。从3月FOMC会议的点阵图来看，当前美联储预计年内有7次加息，每次25个基点。不过会议后，对于5月加息50个基点的呼声不断高涨，已成大概率事件。事实上，戴蒙早在今年初的四季度财报电话会上就表示，应该为美联储可能比市场目前定价的更多次加息做好准备。“通胀可能比他们（美联储）认为的情况还要糟糕，他们加息的次数可能比大家认为的多。”在周一的最新讲话中，戴蒙预计利率将大幅上升。随着经济复苏越强劲，随之而来的利率就越高。目前美联储的紧缩周期绝不是市场此前预计的那样。而上述大幅加息过程，在戴蒙看来，将引发市场巨震。“这个过程将引起很多恐慌和非常动荡的市场。”对于最新的俄乌局势，戴蒙称，俄乌冲突和西方制裁将“至少”减缓全球经济。石油、商品和农业市场已经步履蹒跚。未来更多制裁的前景，可能戏剧性地、不可预测地增加其影响。“加上战争本身的不可预测性和全球商品供应链的不确定性，这导致了潜在的爆炸性局势。”戴蒙透露，随着时间的推移，摩根大通在俄罗斯的业务可能会损失约10亿美元。同日，戴蒙再度呼吁制定新的马歇尔计划，旨在能源独立，他称世界迫切需要可靠的、负担得起的能源供应，否则地域政治冲突还将会进一步加剧通胀高企。戴蒙敦促美国政府制定计划，以大力提高国内能源生产，尤其是天然气。他特别呼吁美国为石油和天然气项目颁发许可证，并增加向欧洲运送液化天然气。他也同时表示，确保满足当前的能源需求，并不一定要以对绿色能源的投资和更广泛的减少碳排放的努力为代价。“我们需要在未来几年立即确保适当的能源供应，这可以在减少二氧化碳排放的同时做到这一点。”","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":619154903,"gmtCreate":1649138278505,"gmtModify":1676532941374,"author":{"id":"3499065266275455","authorId":"3499065266275455","name":"赚些零花钱吧","avatar":"https://static.tigerbbs.com/4219ec5aa00174ed6c5a9e39c1fd2294","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3499065266275455","authorIdStr":"3499065266275455"},"htmlText":"天天製造恐慌言論，自已加倉","listText":"天天製造恐慌言論，自已加倉","text":"天天製造恐慌言論，自已加倉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/619154903","repostId":2225304903,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9016328540,"gmtCreate":1649131116398,"gmtModify":1676534457103,"author":{"id":"3575067142498671","authorId":"3575067142498671","name":"JWZ137","avatar":"https://static.tigerbbs.com/842968796125e5a418b21a3b4ab603ef","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575067142498671","authorIdStr":"3575067142498671"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016328540","repostId":2225304903,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":619153333,"gmtCreate":1649129027719,"gmtModify":1676532941225,"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":"華爾街見聞這個美股鬧餐黑子的常規操作而已！👽👽👽","listText":"華爾街見聞這個美股鬧餐黑子的常規操作而已！👽👽👽","text":"華爾街見聞這個美股鬧餐黑子的常規操作而已！👽👽👽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/619153333","repostId":2225304903,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9016314236,"gmtCreate":1649126368123,"gmtModify":1676534456509,"author":{"id":"3577362879194763","authorId":"3577362879194763","name":"ivyteo6911","avatar":"https://static.tigerbbs.com/b70214e6e148476bcc23102cef4a8dc3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577362879194763","authorIdStr":"3577362879194763"},"htmlText":"🙏🙏🙏","listText":"🙏🙏🙏","text":"🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016314236","repostId":2225304903,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":52,"commentSize":4,"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/2225304903"}