美股跌到何时？美联储什么时候慌，市场才能不慌

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美股跌到何时？美联储什么时候慌，市场才能不慌

华尔街见闻2022-05-25

周一美股三大指数才实现最近四个交易日首次集体收涨，周二就全线下跌，标普500盘中跌超2%、继上周五之后再度跌入熊市区间，较今年1月的纪录高位跌超20%。美股何时能见底？对这个问题，两大华尔街机构高盛和美国银行持同样的观点，都认为，美股可能还得下跌，直到美联储暗示结束收紧货币为止。美东时间24日周二，Benjamin Bowler等美国银行的策略师发布报告称，美联储没有给风险资产提供任何帮助，看来...

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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美股跌到何时？美联储什么时候慌，市场才能不慌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3660233><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一美股三大指数才实现最近四个交易日首次集体收涨，周二就全线下跌，标普500盘中跌超2%、继上周五之后再度跌入熊市区间，较今年1月的纪录高位跌超20%。美股何时能见底？对这个问题，两大华尔街机构高盛和美国银行持同样的观点，都认为，美股可能还得下跌，直到美联储暗示结束收紧货币为止。美东时间24日周二，Benjamin Bowler等美国银行的策略师发布报告称，美联储没有给风险资产提供任何帮助，看来...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3660233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","IVV":"标普500指数ETF","DDM":"道指两倍做多ETF","GS":"高盛","SPXU":"三倍做空标普500ETF","DOG":"道指反向ETF","BK4127":"投资银行业与经纪业",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","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","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","BK4559":"巴菲特持仓","SDOW":"道指三倍做空ETF-ProShares","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","BK4552":"Archegos爆仓风波概念","SDS":"两倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF"},"source_url":"https://wallstreetcn.com/articles/3660233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238130573","content_text":"周一美股三大指数才实现最近四个交易日首次集体收涨，周二就全线下跌，标普500盘中跌超2%、继上周五之后再度跌入熊市区间，较今年1月的纪录高位跌超20%。美股何时能见底？对这个问题，两大华尔街机构高盛和美国银行持同样的观点，都认为，美股可能还得下跌，直到美联储暗示结束收紧货币为止。美东时间24日周二，Benjamin Bowler等美国银行的策略师发布报告称，美联储没有给风险资产提供任何帮助，看来远未开始伸出援手。其指出，从过往美联储干预的情况看，标普500期货的流动性和信用利差这类市场压力的指标目前处于美联储干预前的水平。上述美银策略师在报告中称，我们相信，市场将继续测试“美联储看跌期权”——即如果股市下跌美联储就会出手干预遏制跌势的市场观点。但这些策略师指出，“在美联储开始恐慌前，还要有更多的市场恐慌。”美银发布上述报告前一天，高盛策略师Vickie Chang本周一发布报告称，在美国经济目前没有明显步入衰退的情况下，美联储不太可能转向宽松政策。但与2018年类似，一个潜在的衰退风险信号就足以让美联储放弃持续紧缩。Chang指出，历史上美联储的货币紧缩通常在股市真正触底三个月前就结束，在股市触底两个月后转向宽松。由货币紧缩引发的股市调整往往会在美联储转向宽松时触底，而不管实际经济活动是否触底。Chang认为，投资者目前不太可能从美联储获得政策转变的明确信号，除非有确凿证据显示经济增长放缓，物价降温。市场需要看到通胀减速的迹象，才能看到货币政策的转向。目前高盛预计，美国通胀将在下半年显著放缓。美联储本月初刚刚决定二十二年来首度一次加息50个基点，联储主席鲍威尔就在会后的新闻发布会上说，6月和7月的未来两次会议可能都适合这个幅度加息。上周二鲍威尔重申，6月和7月的两次会议上可能适合延续加息50个基点的步调。本周一，亚特兰大联储主席博斯蒂克表示，美联储可能会接下来的两次会议中分别加息50个基点，还说，他认为9月停止加息是合理的。不过，这位放出鸽派言论的美联储高官今年并没有联储货币委员会FOMC会议的投票权，2024年才轮到他享有投票权力。今年拥有FOMC投票权的票委、圣路易斯联储主席布拉德上周五还表示：“应当设法让联邦基金利率到2022年年末达到3.50%。” 这意味着在美联储将在今年余下的所有会议上每次加息50个基点。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":39,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}