扬缨 - 美联储的韭菜收割机
两周前,笔者在8月22日周末的macro insights 中提示了风险,基于以下两点:
1) 美联储可能从被动缩表改为主动缩表(出售房屋贷款抵押债券)
2) 9、10月是美股季节性波动的月份。
鲍威尔在…
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