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takleee
2021-08-24
nice
@小虎周报:美股周策略:QE減量漸行漸近,對美股、美債影響如何?
takleee
2021-07-26
Nice
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takleee
2021-07-10
Cool
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takleee
2021-07-10
Like and comment
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takleee
2021-07-02
nice please like and comment
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takleee
2021-07-01
Thanks
takleee
2021-06-29
Please like n comment
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takleee
2021-06-29
Nice
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takleee
2021-06-25
Nice please like and comment
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takleee
2021-06-21
//
@dandan_4896
: Omg bb !!! I won the giveaway voucher again? nice
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takleee
2021-06-20
Please like and comment
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takleee
2021-06-16
Do we get to buy the shares???
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takleee
2021-06-14
Boring
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takleee
2021-06-14
Boring...
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takleee
2021-06-14
Hello please like and cooment
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takleee
2021-06-13
Okkk
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takleee
2021-06-13
Like and comment pls
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takleee
2021-05-14
Like please
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takleee
2021-05-13
Nice
@UTOtrader:
$Tiger Brokers(TIGR)$
buy another lot
takleee
2021-04-29
Like pls
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Go to Tiger App to see more news
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上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前,卡普蘭呼籲,美聯儲應該儘早以漸進方式縮減資產購買計劃,大規模購債可能導致過度冒險。我們從疫情演變來看,過去一個月,美國新冠確診新增人數整體還在攀升,經濟復甦路徑不確定性升溫後,確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題,無論其最終如何演變,大概率都會是接下來影響資產波動的主要因素。從預期角度來看,本週五開始的全球央行年會(含鮑威爾講話),9月初的非農數據窗口,9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何? 雖然這次減量預期,未來只是增量的減少,並非絕對量的下降(可以預見,從目前每月1200億美元的債券購買規模開始縮減,美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表),但對資產價格的影響仍不能忽視。 我們注意到,自從08年金融危機後,在QE退出階段,隨着流動性的逐步抽離,美股大多都經歷了一定長時間的震盪。(如下圖所示)關於減量對美債收益率的影響,我們認爲可能先揚後抑。 因爲一旦減量,隨着美聯儲對債券規模購買下","listText":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前,卡普蘭呼籲,美聯儲應該儘早以漸進方式縮減資產購買計劃,大規模購債可能導致過度冒險。我們從疫情演變來看,過去一個月,美國新冠確診新增人數整體還在攀升,經濟復甦路徑不確定性升溫後,確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題,無論其最終如何演變,大概率都會是接下來影響資產波動的主要因素。從預期角度來看,本週五開始的全球央行年會(含鮑威爾講話),9月初的非農數據窗口,9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何? 雖然這次減量預期,未來只是增量的減少,並非絕對量的下降(可以預見,從目前每月1200億美元的債券購買規模開始縮減,美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表),但對資產價格的影響仍不能忽視。 我們注意到,自從08年金融危機後,在QE退出階段,隨着流動性的逐步抽離,美股大多都經歷了一定長時間的震盪。(如下圖所示)關於減量對美債收益率的影響,我們認爲可能先揚後抑。 因爲一旦減量,隨着美聯儲對債券規模購買下","text":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。$標普500(.SPX)$ 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 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LIKE PLEASE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351852673","repostId":"1169987647","repostType":4,"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834084301,"gmtCreate":1629762740903,"gmtModify":1676530121248,"author":{"id":"3562130752693399","authorId":"3562130752693399","name":"takleee","avatar":"https://static.tigerbbs.com/14f28ca9ee99ff6f70d96d4f0056a4bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562130752693399","authorIdStr":"3562130752693399"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834084301","repostId":"835191950","repostType":1,"repost":{"id":835191950,"gmtCreate":1629691114367,"gmtModify":1676530101244,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略:QE減量漸行漸近,對美股、美債影響如何?","htmlText":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前,卡普蘭呼籲,美聯儲應該儘早以漸進方式縮減資產購買計劃,大規模購債可能導致過度冒險。我們從疫情演變來看,過去一個月,美國新冠確診新增人數整體還在攀升,經濟復甦路徑不確定性升溫後,確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題,無論其最終如何演變,大概率都會是接下來影響資產波動的主要因素。從預期角度來看,本週五開始的全球央行年會(含鮑威爾講話),9月初的非農數據窗口,9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何? 雖然這次減量預期,未來只是增量的減少,並非絕對量的下降(可以預見,從目前每月1200億美元的債券購買規模開始縮減,美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表),但對資產價格的影響仍不能忽視。 我們注意到,自從08年金融危機後,在QE退出階段,隨着流動性的逐步抽離,美股大多都經歷了一定長時間的震盪。(如下圖所示)關於減量對美債收益率的影響,我們認爲可能先揚後抑。 因爲一旦減量,隨着美聯儲對債券規模購買下","listText":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前,卡普蘭呼籲,美聯儲應該儘早以漸進方式縮減資產購買計劃,大規模購債可能導致過度冒險。我們從疫情演變來看,過去一個月,美國新冠確診新增人數整體還在攀升,經濟復甦路徑不確定性升溫後,確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題,無論其最終如何演變,大概率都會是接下來影響資產波動的主要因素。從預期角度來看,本週五開始的全球央行年會(含鮑威爾講話),9月初的非農數據窗口,9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何? 雖然這次減量預期,未來只是增量的減少,並非絕對量的下降(可以預見,從目前每月1200億美元的債券購買規模開始縮減,美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表),但對資產價格的影響仍不能忽視。 我們注意到,自從08年金融危機後,在QE退出階段,隨着流動性的逐步抽離,美股大多都經歷了一定長時間的震盪。(如下圖所示)關於減量對美債收益率的影響,我們認爲可能先揚後抑。 因爲一旦減量,隨着美聯儲對債券規模購買下","text":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示:“多數美聯儲官員上月認爲,今年晚些時候可以開始放慢債券購買速度,並判斷在實現通脹目標方面已取得足夠進展,在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局,這也初步驗證了我們對於隨着美股季報結束,盈利上修已難以支撐市場的判斷。$標普500(.SPX)$ 不過,關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭,就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前,卡普蘭呼籲,美聯儲應該儘早以漸進方式縮減資產購買計劃,大規模購債可能導致過度冒險。我們從疫情演變來看,過去一個月,美國新冠確診新增人數整體還在攀升,經濟復甦路徑不確定性升溫後,確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題,無論其最終如何演變,大概率都會是接下來影響資產波動的主要因素。從預期角度來看,本週五開始的全球央行年會(含鮑威爾講話),9月初的非農數據窗口,9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何? 雖然這次減量預期,未來只是增量的減少,並非絕對量的下降(可以預見,從目前每月1200億美元的債券購買規模開始縮減,美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表),但對資產價格的影響仍不能忽視。 我們注意到,自從08年金融危機後,在QE退出階段,隨着流動性的逐步抽離,美股大多都經歷了一定長時間的震盪。(如下圖所示)關於減量對美債收益率的影響,我們認爲可能先揚後抑。 因爲一旦減量,隨着美聯儲對債券規模購買下","images":[{"img":"https://static.tigerbbs.com/d8fa2240db3d49b31e22a0c15de94667","width":"787","height":"440"},{"img":"https://static.tigerbbs.com/f0e90a00eb5872f06439c0f5db96533c","width":"1370","height":"786"},{"img":"https://static.tigerbbs.com/48682efda7051a48ae0256900d07cccf","width":"794","height":"804"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835191950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}