莫斯科不信眼泪,市场不信美联储
上周四美联储会议,按下了加息暂停键,不过会后声明和点阵图显示,今年不但不会停止加息,反而还会有两次加息,最终利率会达到5.75甚至不排除到6,诡异的事在于如此重量的信息,最终落到市场上却连个泡都没冒,除了当天美元涨了一点,第二天立刻打回原形,等到欧央行出来加息落地后,更是开启暴跌模式,一口气砸穿102的地板来到101.6附近才停了下来,那就是市场摆明了不信你美联储真敢加息2次,最多也就意思一下,7月加一次,然后就等着降息了。
说实话,我这次欧元也被套了,虽然仓位不重,不过这次欧美冲破1.086的确让我大跌眼镜,不要和美联储做对的市场谏言似乎已经成为过去式,现在都一边倒的看跌美元,年内在股市和银行业的压力下,必然降息。
市场VS美联储,谁能赢?
我还是轻仓押宝美联储,毕竟加息按钮的开关,还是捏在美联储的手上。再说了,欧央行的子弹也已经快打光了,不是么
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