鲍威尔或暗示鹰派降息,美股今秋恐面临15%的回调

金十数据
Aug 18, 2025

受企业盈利表现亮眼及市场对美联储即将重启降息的期待支撑,美股逼近历史高位。投资者正热切期盼美联储主席鲍威尔周五在杰克逊霍尔研讨会上的演讲能释放足够鸽派的信号。但Evercore ISI首席股票与量化策略师朱利安·伊曼纽尔(Julian Emanuel)表示,这种期待存在落空的风险,而这可能给股市带来危险。在上周日发布的报告中,他称鲍威尔在杰克逊霍尔的讲话是一个巨大的风险事件,因美联储的双重使命均...

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