尽管美国司法部传唤美联储引发市场早盘大幅震荡,但隔夜美股最终走出V字反弹,从日内低点强劲回升,显示投资者对美联储独立性担忧有限。巴克莱策略师Ajay Rajadhyaksha在最新的研报中分析指出,投资者应忽略政治噪音,因为即便白宫通过极端手段干预货币政策,债券市场也将发挥"终极守门人"作用,通过推高长端利率来抵消不当降息的效果。市场反应印证了这一判断。据彭博数据,司法部传唤消息公布后,3月降息...
Source Link尽管美国司法部传唤美联储引发市场早盘大幅震荡,但隔夜美股最终走出V字反弹,从日内低点强劲回升,显示投资者对美联储独立性担忧有限。巴克莱策略师Ajay Rajadhyaksha在最新的研报中分析指出,投资者应忽略政治噪音,因为即便白宫通过极端手段干预货币政策,债券市场也将发挥"终极守门人"作用,通过推高长端利率来抵消不当降息的效果。市场反应印证了这一判断。据彭博数据,司法部传唤消息公布后,3月降息...
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