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Sinda
@Sinda1118
Joined September 2021
155 Following    26.8K Followers
Sinda@Sinda1118
2026.08.28 17:36
Warsh的每次发言堪称灾难,这种放弃前瞻性指引的发言等同于片汤话.最后就是逼的市场替他决定.
Sinda@Sinda1118
2026.07.30 03:50
当这届FED不再给出前瞻指引后,市场会替它决定.这时候大众需要参考1996年的场景.而当下的财政债务和Ai资本开支债务没法让沃什加息,可另一面的美伊战争的油价导致的结构性通胀也没法降息.所以沃什只能等……而这种无奈的干等会却影响了联储的独立性,市场只能被迫替它决定.
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