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Details 👉 https://www.gate.com/ann
早上好朋友們,又開始了新的一天,希望我的硬幣今天會開始上漲,我已經厭倦了虧損了。
第一個重點: 降息並不會立馬帶來充沛的流動性。一是因為降息是循序漸進的過程,逐漸降低利率;二是政策傳導需要時間但是降息直接代表的是政策轉向,市場會預期未來流動性會越來越充沛。"預期"很珍貴。未來幾個月會一直處於預期加強的階段第二個重點:衰退還沒有真正到來。失業率、非農等還處於可控範圍內。明面上還沒有實質的證據表明衰退。從鮑威爾發言看,美聯儲也在引導市場如此認為。第三個重點:就是漂亮國大選,特朗普的上臺未來這幾個月就是放水預期不斷加強,衰退還沒來,最後還有特朗普敘事