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【名家給力場】莫家強:美股牛市未完 @ 2024-08-28T Back Hot News
Keyword:減息 美股 降息 聯儲
Concept:聯儲降息
由日元套息逆轉引發的市場大幅波動背後,反映的是市場關於美聯儲降息幅度預期的「豪賭」。北京時間8月23日晚10點,美聯儲主席鮑威爾在全球央行年會的發言中向市場傳遞了一個明確的信號:政策轉變的時機已經到來。這一表態使得市場對美聯儲在9月的降息信心再度增強。鮑威爾表示,美聯儲在過去一年半的激進加息已經有效遏制了通脹,並認為現在是將政策重點從抑制通脹轉向支持經濟增長的時機。他提到通脹已經顯著下降,勞動市場不再過熱,供應鏈瓶頸也逐步緩解。這一系列發言讓市場對即將到來的降息抱有強烈的預期。鮑威爾的發言後,全球主要資產類別立即作出積極反應。美股三大指數全線走高,標普500指數上漲超過1%,納斯達克指數上漲1.78%。債券市場也相應調整,美國10年期國債收益率大幅下降,美元指數大幅跳水,創下今年以來的最大單日跌幅。此外,貴金屬市場反應尤為強烈,現貨黃金和白銀價格均大幅上漲,金價逼近歷史高位。
【大公報訊】美國聯儲局主席鮑威爾在JACKSON HOLE全球央行年會指,目前是合適時候調整貨幣政策,強烈暗示將會減息,為9月減息鋪平道路。利率期貨顯示,交易商預料美聯儲9月減息0.25厘的概率為59.5%,減息0.5厘的機會為40.5%。消息刺激美股三大指數上周五全線上揚,其中道指漲1.14%,納指升1.47%,標指上揚1.15%,三大指數同樣連升兩周。

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