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hang1234
hang1234
·
2021-06-26
$Pyxis Tankers Inc(PXS)$
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hang1234
hang1234
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2021-06-26
$Aileron Therapeutics Inc(ALRN)$
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hang1234
hang1234
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2021-06-26
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hang1234
hang1234
·
2021-06-26
$Bionano Genomics(BNGO)$
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hang1234
hang1234
·
2021-06-25
???
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hang1234
hang1234
·
2021-06-25
???
美联储Bullard:不确定美联储是否需要购买抵押贷款证券
圣路易斯联储行长James Bullard表示,他担心上涨的房价构成潜在的资产价格泡沫,等到美联储开始减码的时候,他可能倾向于减少购买抵押贷款支持证券。 Bullard表示,“正如你所知,我们正在购买抵押贷款支持证券。房地产市场存在这种压力,我不确定在这种情况下我们是否需要进入这个市场。所以这将是未来几个月减码辩论的一部分”。Bullard说,在当前环境下,美联储不应该将减码放在“自动驾驶”上。 Bullard今年在FOMC没有投票权。
美联储Bullard:不确定美联储是否需要购买抵押贷款证券
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hang1234
hang1234
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2021-06-25
??
外媒头条:拜登宣布与两党参议员团体达成基建协议
“我们达成了协议,”拜登在参议员于白宫向他呈交协议后告诉记者。鉴于两党之间以及民主党激进派与温和派之间的分歧,目前尚不确定这两项立法能否获得国会两院通过。此次拜登与这组两党议员达成协议,是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。全球各地的港口则因托盘和集装箱不足而出现拥堵,且运费攀升至纪录高点。
外媒头条:拜登宣布与两党参议员团体达成基建协议
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hang1234
hang1234
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2021-06-25
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hang1234
hang1234
·
2021-06-24
$Star Bulk Carriers Corp(SBLK)$
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hang1234
hang1234
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2021-06-24
$SOS Limited(SOS)$
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Bullard表示,他担心上涨的房价构成潜在的资产价格泡沫,等到美联储开始减码的时候,他可能倾向于减少购买抵押贷款支持证券。</p>\n<p>“我有点更加担心房地产市场,”Bullard在克莱顿商会演讲后的问答环节说。“我们看到房价大幅上涨。我们在2000年代确实遇到了房地产市场的麻烦,这是一个重大事件。所以我正在密切关注这个领域”。</p>\n<p>Bullard表示,“正如你所知,我们正在购买抵押贷款支持证券。房地产市场存在这种压力,我不确定在这种情况下我们是否需要进入这个市场。所以这将是未来几个月减码辩论的一部分”。</p>\n<p>减码辩论还可能包括放缓购买速度以及是否针对新数据调整速度。Bullard说,在当前环境下,美联储不应该将减码放在“自动驾驶”上。</p>\n<p>关于通胀,Bullard表示,“我认为这是一个通胀冲击,将持续到2022年。我实际上预计2022年核心PCE通胀会有2.5%。所以今年的通胀将达到3%,高于我们习惯的水平,明年确实会下降,但也只降到2.5%”。</p>\n<p>Bullard称,“在此之后,随着时间的推移,它会缓慢降至2%的目标。我认为这实际上不是一个太坏的结果”。</p>\n<p>Bullard今年在FOMC没有投票权。</p>","source":"highlight_sina","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\" />\n<title>美联储Bullard:不确定美联储是否需要购买抵押贷款证券</title>\n<style 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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美联储Bullard:不确定美联储是否需要购买抵押贷款证券\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 02:55 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqciyzk1667404.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>圣路易斯联储行长James Bullard表示,他担心上涨的房价构成潜在的资产价格泡沫,等到美联储开始减码的时候,他可能倾向于减少购买抵押贷款支持证券。\n“我有点更加担心房地产市场,”Bullard在克莱顿商会演讲后的问答环节说。“我们看到房价大幅上涨。我们在2000年代确实遇到了房地产市场的麻烦,这是一个重大事件。所以我正在密切关注这个领域”。\nBullard表示,“正如你所知,我们正在购买抵押...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqciyzk1667404.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161027":"证券","161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","SH":"做空标普500-Proshares","OEX":"标普100","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqciyzk1667404.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2146023894","content_text":"圣路易斯联储行长James Bullard表示,他担心上涨的房价构成潜在的资产价格泡沫,等到美联储开始减码的时候,他可能倾向于减少购买抵押贷款支持证券。\n“我有点更加担心房地产市场,”Bullard在克莱顿商会演讲后的问答环节说。“我们看到房价大幅上涨。我们在2000年代确实遇到了房地产市场的麻烦,这是一个重大事件。所以我正在密切关注这个领域”。\nBullard表示,“正如你所知,我们正在购买抵押贷款支持证券。房地产市场存在这种压力,我不确定在这种情况下我们是否需要进入这个市场。所以这将是未来几个月减码辩论的一部分”。\n减码辩论还可能包括放缓购买速度以及是否针对新数据调整速度。Bullard说,在当前环境下,美联储不应该将减码放在“自动驾驶”上。\n关于通胀,Bullard表示,“我认为这是一个通胀冲击,将持续到2022年。我实际上预计2022年核心PCE通胀会有2.5%。所以今年的通胀将达到3%,高于我们习惯的水平,明年确实会下降,但也只降到2.5%”。\nBullard称,“在此之后,随着时间的推移,它会缓慢降至2%的目标。我认为这实际上不是一个太坏的结果”。\nBullard今年在FOMC没有投票权。","news_type":1,"symbols_score_info":{"161027":0.9,"161125":0.9,"513500":0.9,"MNQmain":0.9,"DJX":0.9,"SSO":0.9,".SPX":0.9,"SPXU":0.9,"DXD":0.9,"SDOW":0.9,"QLD":0.9,"TQQQ":0.9,"QID":0.9,"SPY":0.9,"DOG":0.9,"ESmain":0.9,"SDS":0.9,"IVV":0.9,"UDOW":0.9,"PSQ":0.9,"SH":0.9,".DJI":0.9,"NQmain":0.9,"DDM":0.9,".IXIC":0.9,"SQQQ":0.9,"QQQ":0.9,"OEX":0.9,"UPRO":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126414587,"gmtCreate":1624581556649,"gmtModify":1703840809046,"author":{"id":"3566810934223398","authorId":"3566810934223398","name":"hang1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566810934223398","authorIdStr":"3566810934223398"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126414587","repostId":"2146025528","repostType":4,"repost":{"id":"2146025528","kind":"news","pubTimestamp":1624570774,"share":"https://ttm.financial/m/news/2146025528?lang=&edition=fundamental","pubTime":"2021-06-25 05:39","market":"hk","language":"zh","title":"外媒头条:拜登宣布与两党参议员团体达成基建协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2146025528","media":"新浪财经","summary":"“我们达成了协议,”拜登在参议员于白宫向他呈交协议后告诉记者。鉴于两党之间以及民主党激进派与温和派之间的分歧,目前尚不确定这两项立法能否获得国会两院通过。此次拜登与这组两党议员达成协议,是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。全球各地的港口则因托盘和集装箱不足而出现拥堵,且运费攀升至纪录高点。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、拜登宣布与两党参议员团体达成基础设施协议</b>\n</blockquote>\n<blockquote>\n <b>2、美联储Bullard警告:经济重启型通胀可能超乎意料</b>\n</blockquote>\n<blockquote>\n <b>3、美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训</b>\n</blockquote>\n<blockquote>\n <b>4、欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施</b>\n</blockquote>\n<blockquote>\n <b>5、美国5月商品贸易逆差扩大 进口逼近纪录高位</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/MSFT\">微软</a>宣布推出新Windows 11系统 为6年来首次推出新Windows系统</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/299b468b66bcd38d88675e9d9edcda17\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登宣布与两党参议员团体达成基础设施协议</b></p>\n<p>美国总统拜登周四称,他与一组两党参议员就两党共同发起的基础设施计划达成了初步协议。据报道,该为期八年的方案总成本为1.2万亿美元,其中5790亿美元属于新支出。</p>\n<p>拜登承认,该协议将不包括他此前提出的支援美国家庭的建议,但他在公开讲话中曾坚定地支持基础设施协议包含对美国家庭的援助协议。</p>\n<p>“我们达成了协议,”拜登在参议员于白宫向他呈交协议后告诉记者。预计这项两党发起的法案将与另一项民主党单独支持的法案同时在国会推进,后者涉及数万亿美元遭共和党反对的“社会保障类基础设施”支出。鉴于两党之间以及民主党激进派与温和派之间的分歧,目前尚不确定这两项立法能否获得国会两院通过。</p>\n<p>此次拜登与这组两党议员达成协议,是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。</p>\n<p><img src=\"https://static.tigerbbs.com/c2f7d014d43f38cf347d9718b841eef3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储Bullard警告:经济重启型通胀可能超乎意料</b></p>\n<p>圣路易斯联储行长James Bullard表示,虽然央行官员希望通胀率超过2%以弥补过去的不足,但存在价格上涨过头的风险。</p>\n<p>“新的风险是,随着重新开放的进程继续,通胀可能超乎意料进一步上行,超出简单弥补过去不足所必需的水平,”Bullard在克莱顿商会的演讲中说。</p>\n<p>Bullard表示,这种风险是现实的,部分原因是许多人预计美国经济9月至10月会有更多好消息,届时学校将恢复正常,工作模式恢复正常。全球重启进程将紧随美国进程之后,可能给美国带来更多的利好。</p>\n<p>Bullard称,“政策制定者将不得不在未来几个月和几个季度考虑这一新风险。在预测期内,通胀率可能会显著高于2%,因此FOMC可以通过适当的货币政策来满足其新政策框架的关键内容。”</p>\n<p><img src=\"https://static.tigerbbs.com/0e501dcc210b77c55b05441b65963c75\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训</b></p>\n<p>不要误以为美联储最近的行动是转变心意了。事实上,尽管许多人认为他们变得鹰派了,美联储实际上比刚开始谈要把通胀“补回来”的时候更鸽派。这利好风险资产。</p>\n<p>当2017年3月美联储首次在政策声明中用“对称”来形容对通胀率超过2%目标的容忍度时,就意在暗示即便通胀率暂时超过2%,政策也将保持宽松。然而,当2018年核心PCE平减指数最终超过2%时,美联储的行动却是另一回事,因为彼时正处于加速紧缩周期中。市场那一年开始预期会有两次加息,美联储承诺会加息三次,最终加了四次。被美联储视为目标的核心PCE平减指数自2012年4月起一直低于目标,2018年才开始略超目标。</p>\n<p>所以说,采用了平均通胀目标制的美联储怎么证明加速加息是合理的?怎么证明在通胀率将近六年时间都低于目标,然后刚开始超出目标一点就声称“我们距离中性还有漫漫长路要走”是合理的?仅当美联储预期未来会有更多通胀,而且相信失业率的非加速通胀率(NAIRU)是其应对机制的有机组成部分,这样做才说得通。</p>\n<p><img src=\"https://static.tigerbbs.com/2d66a1848bf501f595530c46bd1141ef\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施</b></p>\n<p>欧洲央行执委Isabel Schnabel承诺,她和她的同事将竭尽所能支持经济复苏,并警告政府不要过早收紧财政政策。</p>\n<p>“可能发生的最糟糕的情况是过早结束支撑。我可以向你保证,在货币政策方面,我们将尽一切努力避免这种情况发生,”Schnabel周四在一个在线活动中说。</p>\n<p>“也许我们应该更担心财政政策,”她补充说,并表示在一些国家“有关公共财政整合的讨论已经在进行,可能实际上为时过早。”</p>\n<p>本周已经出现这种争议。前欧洲央行行长、意大利总理马里奥·德拉吉坚称欧元区财政规则不能回到疫情爆发前的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/2e50af7e80efaac5de85f32c8c565980\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>美国5月商品贸易逆差扩大 进口逼近纪录高位</b></p>\n<p>美国5月商品贸易逆差扩大幅度超过预期,进口额升至纪录高位附近,且出口下降。</p>\n<p>根据美国商务部周四发布的数据,贸易逆差扩大到881亿美元,4月修正后为857亿美元。接受调查的经济学家预估中值为逆差875亿美元。</p>\n<p>进口增长0.8%,至2324亿美元,出口下降0.3%,至1443亿美元。消费品输入额攀升至638亿美元。</p>\n<p>由于宅家的民众购买家居用品,同时零售商在疫情初期全球停摆之后纷纷补充库存,美国进口已恢复增长。全球各地的港口则因托盘和集装箱不足而出现拥堵,且运费攀升至纪录高点。<img src=\"https://static.tigerbbs.com/b5810611f0cfdabb18b1854df75c4083\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统</b></p>\n<p>在windows11发布会上,微软宣布推出新的Windows 11系统,这是6年来首次推出新的Windows系统。</p>\n<p>微软首席产品官帕诺斯·潘乃(Panos Panay)将这款新的操作系统描述为“让你更接近自己喜爱的东西的Windows”。据悉,新的Windows系统有圆角,新的桌面壁纸和居中的开始菜单。</p>\n<p>在Windows11发布会上,微软表示,Windows 11将支持Android应用程序。这意味着,人们在手机上使用的数百万款流行应用程序,将直接出现在桌面上、开始菜单和更多地方。这对微软基于ARM的Windows系统的努力也意义重大。</p>","source":"sina_symbol","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\" />\n<title>外媒头条:拜登宣布与两党参议员团体达成基建协议</title>\n<style 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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外媒头条:拜登宣布与两党参议员团体达成基建协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 05:39 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、拜登宣布与两党参议员团体达成基础设施协议\n\n\n2、美联储Bullard警告:经济重启型通胀可能超乎意料\n\n\n3、美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n\n\n4、欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n\n\n5、美国5月商品贸易逆差扩大 进口逼近纪录高位\n\n\n6、微软宣布推出新Windows 11系统 为6...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a06fb8b1db7037b689423e44b4d5b305","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","09086":"华夏纳指-U","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","OEX":"标普100","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146025528","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、拜登宣布与两党参议员团体达成基础设施协议\n\n\n2、美联储Bullard警告:经济重启型通胀可能超乎意料\n\n\n3、美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n\n\n4、欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n\n\n5、美国5月商品贸易逆差扩大 进口逼近纪录高位\n\n\n6、微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n\n\n拜登宣布与两党参议员团体达成基础设施协议\n美国总统拜登周四称,他与一组两党参议员就两党共同发起的基础设施计划达成了初步协议。据报道,该为期八年的方案总成本为1.2万亿美元,其中5790亿美元属于新支出。\n拜登承认,该协议将不包括他此前提出的支援美国家庭的建议,但他在公开讲话中曾坚定地支持基础设施协议包含对美国家庭的援助协议。\n“我们达成了协议,”拜登在参议员于白宫向他呈交协议后告诉记者。预计这项两党发起的法案将与另一项民主党单独支持的法案同时在国会推进,后者涉及数万亿美元遭共和党反对的“社会保障类基础设施”支出。鉴于两党之间以及民主党激进派与温和派之间的分歧,目前尚不确定这两项立法能否获得国会两院通过。\n此次拜登与这组两党议员达成协议,是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。\n\n美联储Bullard警告:经济重启型通胀可能超乎意料\n圣路易斯联储行长James Bullard表示,虽然央行官员希望通胀率超过2%以弥补过去的不足,但存在价格上涨过头的风险。\n“新的风险是,随着重新开放的进程继续,通胀可能超乎意料进一步上行,超出简单弥补过去不足所必需的水平,”Bullard在克莱顿商会的演讲中说。\nBullard表示,这种风险是现实的,部分原因是许多人预计美国经济9月至10月会有更多好消息,届时学校将恢复正常,工作模式恢复正常。全球重启进程将紧随美国进程之后,可能给美国带来更多的利好。\nBullard称,“政策制定者将不得不在未来几个月和几个季度考虑这一新风险。在预测期内,通胀率可能会显著高于2%,因此FOMC可以通过适当的货币政策来满足其新政策框架的关键内容。”\n\n美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n不要误以为美联储最近的行动是转变心意了。事实上,尽管许多人认为他们变得鹰派了,美联储实际上比刚开始谈要把通胀“补回来”的时候更鸽派。这利好风险资产。\n当2017年3月美联储首次在政策声明中用“对称”来形容对通胀率超过2%目标的容忍度时,就意在暗示即便通胀率暂时超过2%,政策也将保持宽松。然而,当2018年核心PCE平减指数最终超过2%时,美联储的行动却是另一回事,因为彼时正处于加速紧缩周期中。市场那一年开始预期会有两次加息,美联储承诺会加息三次,最终加了四次。被美联储视为目标的核心PCE平减指数自2012年4月起一直低于目标,2018年才开始略超目标。\n所以说,采用了平均通胀目标制的美联储怎么证明加速加息是合理的?怎么证明在通胀率将近六年时间都低于目标,然后刚开始超出目标一点就声称“我们距离中性还有漫漫长路要走”是合理的?仅当美联储预期未来会有更多通胀,而且相信失业率的非加速通胀率(NAIRU)是其应对机制的有机组成部分,这样做才说得通。\n\n欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n欧洲央行执委Isabel Schnabel承诺,她和她的同事将竭尽所能支持经济复苏,并警告政府不要过早收紧财政政策。\n“可能发生的最糟糕的情况是过早结束支撑。我可以向你保证,在货币政策方面,我们将尽一切努力避免这种情况发生,”Schnabel周四在一个在线活动中说。\n“也许我们应该更担心财政政策,”她补充说,并表示在一些国家“有关公共财政整合的讨论已经在进行,可能实际上为时过早。”\n本周已经出现这种争议。前欧洲央行行长、意大利总理马里奥·德拉吉坚称欧元区财政规则不能回到疫情爆发前的水平。\n美国5月商品贸易逆差扩大 进口逼近纪录高位\n美国5月商品贸易逆差扩大幅度超过预期,进口额升至纪录高位附近,且出口下降。\n根据美国商务部周四发布的数据,贸易逆差扩大到881亿美元,4月修正后为857亿美元。接受调查的经济学家预估中值为逆差875亿美元。\n进口增长0.8%,至2324亿美元,出口下降0.3%,至1443亿美元。消费品输入额攀升至638亿美元。\n由于宅家的民众购买家居用品,同时零售商在疫情初期全球停摆之后纷纷补充库存,美国进口已恢复增长。全球各地的港口则因托盘和集装箱不足而出现拥堵,且运费攀升至纪录高点。微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n在windows11发布会上,微软宣布推出新的Windows 11系统,这是6年来首次推出新的Windows系统。\n微软首席产品官帕诺斯·潘乃(Panos Panay)将这款新的操作系统描述为“让你更接近自己喜爱的东西的Windows”。据悉,新的Windows系统有圆角,新的桌面壁纸和居中的开始菜单。\n在Windows11发布会上,微软表示,Windows 11将支持Android应用程序。这意味着,人们在手机上使用的数百万款流行应用程序,将直接出现在桌面上、开始菜单和更多地方。这对微软基于ARM的Windows系统的努力也意义重大。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"ESmain":0.9,".DJI":0.9,"UPRO":0.9,"PSQ":0.9,"MNQmain":0.9,"QQQ":0.9,"DDM":0.9,"NQmain":0.9,"QLD":0.9,"03086":0.9,"TQQQ":0.9,"QID":0.9,"SPXU":0.9,"IVV":0.9,"SDS":0.9,"09086":0.9,"SSO":0.9,".SPX":0.9,"UDOW":0.9,"OEX":0.9,"SPY":0.9,"SDOW":0.9,"SQQQ":0.9,".IXIC":0.9,"DOG":0.9,"DJX":0.9,"SH":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126415549,"gmtCreate":1624581528481,"gmtModify":1703840805159,"author":{"id":"3566810934223398","authorId":"3566810934223398","name":"hang1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566810934223398","authorIdStr":"3566810934223398"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126415549","repostId":"1183560687","repostType":4,"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126803812,"gmtCreate":1624549627736,"gmtModify":1703840197092,"author":{"id":"3566810934223398","authorId":"3566810934223398","name":"hang1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566810934223398","authorIdStr":"3566810934223398"},"themes":[],"htmlText":"<a 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Limited(SOS)$???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126809737","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}