金吾财讯 | 东吴证券表示，4月FOMC会议如期维持政策利率不变，除理事Miran依旧投票反对外，三名地方联储主席不支持在声明中纳入宽松倾向，释放了超预期的鹰派信号。发布会上，Powell表态边际转鹰，强调油价给经济带来的滞胀前景，政策立场正在转向“中性”，但也表示短期内没人考虑加息；将继续留任为美联储理事一段时间，但不会做美联储的“影子主席”。向前看，中东局势仍是最关键的宏观变量，需要密切关注接下来一个季度的通胀预期、通胀数据及结构。对于大类资产，在中东局势高度不确定的背景下，低仓位、多看少做、拿长避短（拿长线趋势，避短期扰动）仍是最佳策略。
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