主导市场“叙事”:鲍威尔 VS 特朗普

华尔街见闻
Dec 21, 2024

圣诞假期临近,市场叙事开始分化:由于美联储“放鹰”,因特朗普政策而感到兴奋的投资者现在不得不在前景中考虑加入一个更具体的风险,即抗通胀任务仍未完成。 在特朗普政策前景和通胀前景的“两相拉扯”的背景下,本周美股等多个资产类别经历了“过山车”式的大涨大跌。 周三,美联储表示明年通胀率仍将高于预期,将对2025年的降息预期从4次下调至2次,对通胀前景的担忧导致美股暴跌,一度引发全球市场巨震;而昨日公布的...

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