头部华尔街大行三季报已悉数披露完毕,但财报落地并未给银行板块带来明显提振,本周美股整体走势偏弱,利率预期持续扰动之下,银行板块迎来一轮定价重估。对银行而言,利率路径直接决定净息差前景,也是当前资金博弈的主线。 截至10月22日,CME FedWatch(芝商所美联储观察工具)定价显示,美联储10月议息会议大概率暂停加息,12月加息概率约九成。这种“高利率维持更久”的预期,持续考验零售银行的存款...
Source Link头部华尔街大行三季报已悉数披露完毕,但财报落地并未给银行板块带来明显提振,本周美股整体走势偏弱,利率预期持续扰动之下,银行板块迎来一轮定价重估。对银行而言,利率路径直接决定净息差前景,也是当前资金博弈的主线。 截至10月22日,CME FedWatch(芝商所美联储观察工具)定价显示,美联储10月议息会议大概率暂停加息,12月加息概率约九成。这种“高利率维持更久”的预期,持续考验零售银行的存款...
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