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ERIC2020520
2021-05-14
加息
5月或是整个市场的转折点:美联储的“天敌”来了!
ERIC2020520
2021-05-14
很棒
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ERIC2020520
2021-05-12
V神是谁?[开心]
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ERIC2020520
2021-05-12
好棒,透彻
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ERIC2020520
2021-05-09
请问怎样交易狗狗币?
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ERIC2020520
2020-12-02
$国盛投资(01227)$
骗子公司,坑爹的公司,亏损金奖
ERIC2020520
2020-12-02
$国盛投资(01227)$
2020亏损最多,国盛投资开曼群岛注册空壳公司,无营收,靠收割股民榨取价值,养活一帮碌碌无为的董事会成员,也是没有监管的股票。
ERIC2020520
2020-07-20
很受用的文章!
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ERIC2020520
2020-07-18
很深度的文章!
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ERIC2020520
2020-07-18
蔚来还有希望吗?
ERIC2020520
2020-07-13
不知道今天亿邦国际是否有表现。
ERIC2020520
2020-07-09
今天股票真难选!
ERIC2020520
2020-07-06
来玩区块链游戏!
ERIC2020520
2020-07-03
请问老司机,亿邦国际该怎么解套?
ERIC2020520
2020-07-03
亿邦国际是疯了吗?刚上市就割股民!
ERIC2020520
2020-07-01
欧弟办公牛!
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ERIC2020520
2020-06-24
确实找不到好的公司!
ERIC2020520
2020-06-24
今天没有收获!
ERIC2020520
2020-06-22
瑞幸有戏,挣虎币!
ERIC2020520
2020-06-22
新手入市,先学习!
去老虎APP查看更多动态
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21:48","market":"us","language":"zh","title":"5月或是整个市场的转折点:美联储的“天敌”来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1129245857","media":"华尔街见闻","summary":"通胀爆了,就业萎靡……这叫啥来着?","content":"<p>作者:乐鸣</p><p><b>引子</b></p><p>在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?</p><p>对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。</p><p>如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。</p><p>奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。</p><p>市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。</p><p>这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?</p><p><b>市场开始不信美联储的说辞了</b></p><p>早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。</p><p>纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。</p><p>之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。</p><p>对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。</p><p>第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。</p><p>实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。</p><p><b>滞胀!?</b></p><p>滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。</p><p>虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。</p><p>图:去年4月美国通缩得厉害</p><p><img src=\"https://static.tigerbbs.com/64c80e9218155a4a7d34e31254600a07\" tg-width=\"550\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。</p><p>另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。</p><p><b>意味着什么</b></p><p>本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。</p><p>尽管如此,这仍会让5月份数据变成一个“决胜点”。</p><p>首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。</p><p>另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。</p><p>5月或是整个市场的转折点。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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\">\n5月或是整个市场的转折点:美联储的“天敌”来了!\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-13 21:48 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129245857","content_text":"作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?市场开始不信美联储的说辞了早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。滞胀!?滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。图:去年4月美国通缩得厉害如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。意味着什么本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。尽管如此,这仍会让5月份数据变成一个“决胜点”。首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。5月或是整个市场的转折点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198341315,"gmtCreate":1620938589137,"gmtModify":1620938589137,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"很棒","listText":"很棒","text":"很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198341315","repostId":"1119727250","repostType":4,"isVote":1,"tweetType":1,"viewCount":2686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193359922,"gmtCreate":1620770539366,"gmtModify":1620770539366,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"V神是谁?[开心] 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21:48","market":"us","language":"zh","title":"5月或是整个市场的转折点:美联储的“天敌”来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1129245857","media":"华尔街见闻","summary":"通胀爆了,就业萎靡……这叫啥来着?","content":"<p>作者:乐鸣</p><p><b>引子</b></p><p>在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?</p><p>对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。</p><p>如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。</p><p>奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。</p><p>市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。</p><p>这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?</p><p><b>市场开始不信美联储的说辞了</b></p><p>早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。</p><p>纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。</p><p>之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。</p><p>对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。</p><p>第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。</p><p>实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。</p><p><b>滞胀!?</b></p><p>滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。</p><p>虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。</p><p>图:去年4月美国通缩得厉害</p><p><img src=\"https://static.tigerbbs.com/64c80e9218155a4a7d34e31254600a07\" tg-width=\"550\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。</p><p>另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。</p><p><b>意味着什么</b></p><p>本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。</p><p>尽管如此,这仍会让5月份数据变成一个“决胜点”。</p><p>首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。</p><p>另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。</p><p>5月或是整个市场的转折点。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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\">\n5月或是整个市场的转折点:美联储的“天敌”来了!\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-13 21:48 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129245857","content_text":"作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?市场开始不信美联储的说辞了早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。滞胀!?滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。图:去年4月美国通缩得厉害如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。意味着什么本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。尽管如此,这仍会让5月份数据变成一个“决胜点”。首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。5月或是整个市场的转折点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193359922,"gmtCreate":1620770539366,"gmtModify":1620770539366,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"V神是谁?[开心] 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20:32","market":"us","language":"zh","title":"盘前:纳斯达克交易所“出手”,欧迪办公暴跌86%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171057276","media":"老虎资讯综合","summary":"周二盘前,美国股指期货下跌,截止发稿时间,道指期货跌0.09%,纳指期货跌0.13%,标普500指数期货跌0.13%。鲍威尔证词来袭,料谨慎看待经济复苏前景今日晚些时候,美联储主席鲍威尔(Jerome","content":"<p>周二盘前,美国股指期货下跌,截止发稿时间,道指期货<span>跌</span>0.09%,纳指期货<span>跌</span>0.13%,标普500指数期货<span>跌</span>0.13%。</p><p><img src=\"https://static.tigerbbs.com/2ccd7260e4b10b07f92cfae517f7ce26\" tg-width=\"828\" tg-height=\"248\"></p><p><b>鲍威尔证词来袭,料谨慎看待经济复苏前景</b></p><p>今日晚些时候,美联储主席鲍威尔(Jerome Powell)和财政部长姆努钦(Steven Mnuchin)将在众议院金融服务委员会发表证词陈述。外界预计,鲍威尔可能发出警告,表示不能想当然地认为经济将会复苏。</p><p>根据美联储周一公布的证词,鲍威尔表示,“前方的经济发展轨道非常不明朗,很大程度上取决于我们能否成功缓和这场卫生危机.”“在人们确信能够安全地重启大部分经济活动前,不太可能全面复苏.”</p><p>鲍威尔发出上述警告的同时,美国多个州加强了抗疫措施,这些措施可能打击7月4日美国独立日的庆祝活动。</p><p>加利福尼亚州和佛罗里达州已经关闭了海滩,堪萨斯州和俄勒冈州则要求在室内公共场所佩戴口罩。而共和党全国代表大会将在佛罗里达州杰克逊维尔市举行。</p><p><b>个股异动</b></p><p><span><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨近6%,第三财季营收同比增长13.6% 。Q3营收为54.4亿美元,净利润为8.03亿美元,基本及摊薄后每股收益0.71美元。该公司预计Q4营收在57.5亿美元到62.5亿美元之间。</span></p><p><span>Uber盘前涨超4%,公司拟以26亿美元价格收购外卖公司Postmates。</span></p><p><span>荷兰皇家壳牌盘前跌超3%,公司宣布将在第二季度业绩中计入150亿至220亿美元的税后减值开支。</span></p><p><span><a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>盘前涨6%,更新Q1业绩指引。<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>预期其第一财季的营收在7.2-7.34亿美元之间,高于此前预期的6.6-7.2亿美元。预期第一财季毛利率在67-68%之间,此前预期在67-69%之间。运营支出预期在3.14-3.2亿美元之前,高于此前预期的3.12-3.16亿美元。</span></p><p><span>上市即破发的<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>盘前跌超9%,上市一波三折,曾遭港交所二度拒之门外。</span></p><p>Inovio盘前跌超14%,公布新冠疫苗中期第一阶段数据,在36名参与者中,有34人在两次注射后的第六周表现出总体免疫反应,只有10起不良事件,大多是由注射引起的红肿。</p><p><span><a href=\"https://laohu8.com/S/ODP\">欧迪办公</a>盘前暴跌86%,</span>纳斯达克交易所:正在审查欧迪办公中潜在的错误交易。</p><p><img src=\"https://static.tigerbbs.com/150c0b57aa8da86b974f62ff373121bb\" tg-width=\"1242\" tg-height=\"2579\"></p><p><b>其他市场</b></p><p>欧洲股市涨跌不一,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.69%,法国CAC40指数<span>跌</span>0.16%,德国DAX指数涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb962573c524db2bdecb061424bc63d\" tg-width=\"846\" tg-height=\"352\"><span>图片来源:英为财情</span></p><p><b>原油</b></p><p>国际油价下挫,美油报39.11美元/桶,日内跌幅1.49%;布油现报41.31美元/桶,日内<span>跌</span>幅1.29%。</p><p>市场对于疫情二次蔓延的忧虑加剧,同时美原油商业库存也续刷历史新高,凸显了需求恢复缓慢。OPEC秘书长巴尔金都此前表示,石油市场尚未“走出困境”。因此,建议投资者不要盲目“死多头”,短期多空交杂,油价可能持续窄幅震荡。</p><p><b>黄金</b></p><p>现货黄金日内跌0.12%,报1779.10美元/盎司。</p><p>金价基本徘徊逾七年半高位附近,因疫情加速传播可能会打击经济复苏的希望。与此同时,也受益于央行向经济注入的数万亿美元的刺激、以及市场对美联储负利率的预期,并可能将其推至历史高点。从当前走势来看,尽管短期超买状况可能首先导致金价需要盘整一段时间。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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盘前:纳斯达克交易所“出手”,欧迪办公暴跌86%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-06-30 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二盘前,美国股指期货下跌,截止发稿时间,道指期货<span>跌</span>0.09%,纳指期货<span>跌</span>0.13%,标普500指数期货<span>跌</span>0.13%。</p><p><img src=\"https://static.tigerbbs.com/2ccd7260e4b10b07f92cfae517f7ce26\" tg-width=\"828\" tg-height=\"248\"></p><p><b>鲍威尔证词来袭,料谨慎看待经济复苏前景</b></p><p>今日晚些时候,美联储主席鲍威尔(Jerome Powell)和财政部长姆努钦(Steven Mnuchin)将在众议院金融服务委员会发表证词陈述。外界预计,鲍威尔可能发出警告,表示不能想当然地认为经济将会复苏。</p><p>根据美联储周一公布的证词,鲍威尔表示,“前方的经济发展轨道非常不明朗,很大程度上取决于我们能否成功缓和这场卫生危机.”“在人们确信能够安全地重启大部分经济活动前,不太可能全面复苏.”</p><p>鲍威尔发出上述警告的同时,美国多个州加强了抗疫措施,这些措施可能打击7月4日美国独立日的庆祝活动。</p><p>加利福尼亚州和佛罗里达州已经关闭了海滩,堪萨斯州和俄勒冈州则要求在室内公共场所佩戴口罩。而共和党全国代表大会将在佛罗里达州杰克逊维尔市举行。</p><p><b>个股异动</b></p><p><span><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨近6%,第三财季营收同比增长13.6% 。Q3营收为54.4亿美元,净利润为8.03亿美元,基本及摊薄后每股收益0.71美元。该公司预计Q4营收在57.5亿美元到62.5亿美元之间。</span></p><p><span>Uber盘前涨超4%,公司拟以26亿美元价格收购外卖公司Postmates。</span></p><p><span>荷兰皇家壳牌盘前跌超3%,公司宣布将在第二季度业绩中计入150亿至220亿美元的税后减值开支。</span></p><p><span><a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>盘前涨6%,更新Q1业绩指引。<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>预期其第一财季的营收在7.2-7.34亿美元之间,高于此前预期的6.6-7.2亿美元。预期第一财季毛利率在67-68%之间,此前预期在67-69%之间。运营支出预期在3.14-3.2亿美元之前,高于此前预期的3.12-3.16亿美元。</span></p><p><span>上市即破发的<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>盘前跌超9%,上市一波三折,曾遭港交所二度拒之门外。</span></p><p>Inovio盘前跌超14%,公布新冠疫苗中期第一阶段数据,在36名参与者中,有34人在两次注射后的第六周表现出总体免疫反应,只有10起不良事件,大多是由注射引起的红肿。</p><p><span><a href=\"https://laohu8.com/S/ODP\">欧迪办公</a>盘前暴跌86%,</span>纳斯达克交易所:正在审查欧迪办公中潜在的错误交易。</p><p><img src=\"https://static.tigerbbs.com/150c0b57aa8da86b974f62ff373121bb\" tg-width=\"1242\" tg-height=\"2579\"></p><p><b>其他市场</b></p><p>欧洲股市涨跌不一,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.69%,法国CAC40指数<span>跌</span>0.16%,德国DAX指数涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb962573c524db2bdecb061424bc63d\" tg-width=\"846\" tg-height=\"352\"><span>图片来源:英为财情</span></p><p><b>原油</b></p><p>国际油价下挫,美油报39.11美元/桶,日内跌幅1.49%;布油现报41.31美元/桶,日内<span>跌</span>幅1.29%。</p><p>市场对于疫情二次蔓延的忧虑加剧,同时美原油商业库存也续刷历史新高,凸显了需求恢复缓慢。OPEC秘书长巴尔金都此前表示,石油市场尚未“走出困境”。因此,建议投资者不要盲目“死多头”,短期多空交杂,油价可能持续窄幅震荡。</p><p><b>黄金</b></p><p>现货黄金日内跌0.12%,报1779.10美元/盎司。</p><p>金价基本徘徊逾七年半高位附近,因疫情加速传播可能会打击经济复苏的希望。与此同时,也受益于央行向经济注入的数万亿美元的刺激、以及市场对美联储负利率的预期,并可能将其推至历史高点。从当前走势来看,尽管短期超买状况可能首先导致金价需要盘整一段时间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171057276","content_text":"周二盘前,美国股指期货下跌,截止发稿时间,道指期货跌0.09%,纳指期货跌0.13%,标普500指数期货跌0.13%。鲍威尔证词来袭,料谨慎看待经济复苏前景今日晚些时候,美联储主席鲍威尔(Jerome Powell)和财政部长姆努钦(Steven Mnuchin)将在众议院金融服务委员会发表证词陈述。外界预计,鲍威尔可能发出警告,表示不能想当然地认为经济将会复苏。根据美联储周一公布的证词,鲍威尔表示,“前方的经济发展轨道非常不明朗,很大程度上取决于我们能否成功缓和这场卫生危机.”“在人们确信能够安全地重启大部分经济活动前,不太可能全面复苏.”鲍威尔发出上述警告的同时,美国多个州加强了抗疫措施,这些措施可能打击7月4日美国独立日的庆祝活动。加利福尼亚州和佛罗里达州已经关闭了海滩,堪萨斯州和俄勒冈州则要求在室内公共场所佩戴口罩。而共和党全国代表大会将在佛罗里达州杰克逊维尔市举行。个股异动美光科技盘前涨近6%,第三财季营收同比增长13.6% 。Q3营收为54.4亿美元,净利润为8.03亿美元,基本及摊薄后每股收益0.71美元。该公司预计Q4营收在57.5亿美元到62.5亿美元之间。Uber盘前涨超4%,公司拟以26亿美元价格收购外卖公司Postmates。荷兰皇家壳牌盘前跌超3%,公司宣布将在第二季度业绩中计入150亿至220亿美元的税后减值开支。赛灵思盘前涨6%,更新Q1业绩指引。赛灵思预期其第一财季的营收在7.2-7.34亿美元之间,高于此前预期的6.6-7.2亿美元。预期第一财季毛利率在67-68%之间,此前预期在67-69%之间。运营支出预期在3.14-3.2亿美元之前,高于此前预期的3.12-3.16亿美元。上市即破发的亿邦国际盘前跌超9%,上市一波三折,曾遭港交所二度拒之门外。Inovio盘前跌超14%,公布新冠疫苗中期第一阶段数据,在36名参与者中,有34人在两次注射后的第六周表现出总体免疫反应,只有10起不良事件,大多是由注射引起的红肿。欧迪办公盘前暴跌86%,纳斯达克交易所:正在审查欧迪办公中潜在的错误交易。其他市场欧洲股市涨跌不一,截止发稿时间,英国富时100指数跌0.69%,法国CAC40指数跌0.16%,德国DAX指数涨0.17%。图片来源:英为财情原油国际油价下挫,美油报39.11美元/桶,日内跌幅1.49%;布油现报41.31美元/桶,日内跌幅1.29%。市场对于疫情二次蔓延的忧虑加剧,同时美原油商业库存也续刷历史新高,凸显了需求恢复缓慢。OPEC秘书长巴尔金都此前表示,石油市场尚未“走出困境”。因此,建议投资者不要盲目“死多头”,短期多空交杂,油价可能持续窄幅震荡。黄金现货黄金日内跌0.12%,报1779.10美元/盎司。金价基本徘徊逾七年半高位附近,因疫情加速传播可能会打击经济复苏的希望。与此同时,也受益于央行向经济注入的数万亿美元的刺激、以及市场对美联储负利率的预期,并可能将其推至历史高点。从当前走势来看,尽管短期超买状况可能首先导致金价需要盘整一段时间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954224388,"gmtCreate":1592943141544,"gmtModify":1704200704761,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"确实找不到好的公司!","listText":"确实找不到好的公司!","text":"确实找不到好的公司!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954224388","isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954225736,"gmtCreate":1592942997225,"gmtModify":1704200704241,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"今天没有收获!","listText":"今天没有收获!","text":"今天没有收获!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954225736","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954358507,"gmtCreate":1592810541609,"gmtModify":1704200163264,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"themes":[],"htmlText":"瑞幸有戏,挣虎币!","listText":"瑞幸有戏,挣虎币!","text":"瑞幸有戏,挣虎币!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954358507","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}