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扬缨 - 鲍威尔怂了,紧箍咒没了

扬缨 - 鲍威尔怂了,紧箍咒没了

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Esther Yang
Feb 05, 2023
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Esther’s Newsletter
扬缨 - 鲍威尔怂了,紧箍咒没了
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2023年市场的第一道“坎”:美联储第一次会议、一月的大非农就业数据公布、几大高科技公司的财报,随着周五交易日的结束算是平稳度过了。笔者在上周的文章里问:市场的“踏空恐惧症”会不会被美联储2月1日的会议“治愈”?回答首先是“没有”,再深究一下,市场的“踏空恐惧症”很可能开始与美联储的言行没那么搭架了。上周的macro insights笔者写道:“当美联储的鹰派趋于见顶的阶段,美联储的言行举止,也…

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