美联储大战美股 The Federal Reserve's war on US stocks

2023-02-17 12:02:00 - 富途牛牛

如图,隔夜美联储两大鹰派高官和美股上演一番对战。

美联储大战美股      The Federal Reserve's war on US stocks

先是克利夫兰联储主席梅斯特表示,在2月初的FOMC会议上,她就认为有令人信服的理由,需要再次加息50个基点,美股随之急跌。

但随后市场多头迅速反击,一度接近收复所有跌幅。

不料美联储再度出手,知名大鹰派布拉德称,曾在2月会议上建议加息50个基点,不排除3月支持加息50个基点的可能性。

美股闻声尾盘一泄千里。

今年以来,美联储与美股的斗争就不断上演,即便债券市场已经“投降”(对于美联储终端利率预期大幅走高,美国短债收益率也大幅上行),但美股依旧“抗争到底”。

编辑/phoebe

Inthepicture,thetwohawkishseniorofficialsoftheFederalReservestagedabattlewithUSstocksovernight.

First,ClevelandFedChairmanMestresaidthatattheFOMCmeetinginearlyFebruary,shethoughttherewasacompellingreasontoraiseinterestratesbyanother50basispoints,followedbyasharpfallinUSstocks.

Butthenthemarketbullsquicklyfoughtback,atonepointclosetorecoveringallthelosses.

Unexpectedly,theFedsteppedinagain,andBrad,awell-knownhawk,saidthathehadproposedtoraiseinterestratesby50basispointsattheFebruarymeeting,anddidnotruleoutthepossibilityofsupportinga50basispointincreaseinMarch.

Usstocksleakedthousandsofmilesinlatetradingwhentheyheardthenews.

ThestrugglebetweentheFedandUSstockshasbeenunfoldingthisyear,andUSstocksarestill"fightingtotheend"eventhoughthebondmarkethassurrendered(expectationsofFedterminalinterestrateshaverisensharplyandUSshort-termbondyieldshaverisensharply).

Edit/phoebe

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