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留意下外资流出情况(中长线)

 3 years ago
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留意下外资流出情况(中长线)

原创 2小时前

10,989

对Q3预期可以降低一些

Fomc会议: 1.点阵图这块意外的鹰派,之前讨论的是2023年到底是加不加息,今天是首次开始要考虑2次。预期2023年加息次数从上次的0上升到2次,13个联储成员认为23年要加息(上次会议是7个),甚至有7个成员认为要22年加息(上次是4个),到23年委员的意见离散度很大,有两个认为要加息到1.65%。 2)鲍威尔一如既往地downplay点阵图,强调它并不是联储做出决定的结果而只是委员们讨论...

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