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扬缨 - 美联储别无选择,市场风险规避

扬缨 - 美联储别无选择,市场风险规避

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Esther Yang
Jan 12, 2025
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Esther’s Newsletter
扬缨 - 美联储别无选择,市场风险规避
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2025年开始了7个交易日,无需多解释,读者应该知道风险市场就没能从“躺平的圣诞老人”那里缓过劲儿来,目前市场直接进入了调整状态。等权重标普指数较 11 月下旬的高点下跌8%,罗素2000小盘股指数较选举后的高点下跌 10%,回吐了选举后的整个反弹。

现在的氛围类似于1980年大选后,当时里根带来了去监管和利好商业的政策承诺。股市在大选后上涨,然后居然抛售了一年!笔者并不悲观,历史也不完美押韵,但…

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