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Storm
@storm.mg
·
1 hour
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面對比過去40年更鷹派的聯準會,投資人準備好了嗎?瑞銀解析華許「真的不一樣」
美國聯準會(Fed)宣布升息1碼,將聯邦基金利率目標區間調升至3.75%~4%,儘管這個結果不出市場意料,但也看出聯準會主席華許正在形成一套與過去不同的政策反應函數。瑞銀美國首席經濟學家 Jonathan Pingle直言,「未來4年的FOMC反應函數,可能比起過去40年任何時期都更為鷹派。」 瑞銀指出,從華許近期的談話來看,他對金融環境、通膨與能源價格的敏感度明顯提高,對勞...
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