从历史来看,美联储并非没有救市行为,实际上它具备一定的救市职能。而且只要美联储出手救市,欧洲市场、日本股市等通常也会跟进,但这是有前提条件的,不必过于着急。美联储不可能不救,因为其宪法赋予了央行救市的职责。
前两天美国国债创下了1987年以来最大跌幅,但美联储并未出手。这背后涉及一个核心问题:美联储救市,究竟是为了保护美国穷人的利益,还是富人的利益?美国富人约90%的资金投向股市,而穷人60%的资产配置在债券市场。股市的涨跌直接影响富人的利益,也决定了他们的声音和出手力度。因此,每当美国股市出现大幅调整,通常都会迎来救市。一般而言,美股在一个月内下跌15%至20%,救市措施大概率会出台。
三年前,美国富人在股票市场的配置比例已高达90%。股市一旦崩盘,影响的不仅是富人利益,甚至波及全球利益。
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