看板 Stock作者 HisVol (他的體積)標題 [新聞] 聯準會Bullard支持超級大量升息,7月1日前升4碼時間 Fri Feb 11 07:02:52 2022
原文標題:
Fed’s Bullard Backs Supersized Hike, Seeks Full Point by July 1
聯準會Bullard支持超級大量升息,7月1日前升4碼
原文連結:
https://www.bloomberg.com/news/articles/2022-02-10/fed-s-bullard-backs-supersize
https://tinyurl.com/2mrtpen5
發布時間:
2022年2月11日 上午1:45 [GMT+8]
原文內容:
‘Inflationary shock’ needs big response, he says in interview
Bullard在訪談中說:需要強烈回應通膨衝擊
St. Louis Fed chief defers to Powell on size of March increase
Bullard:3月升息多少尊重Powell
Federal Reserve Bank of St. Louis President James Bullard said he supports raising interest rates by a full percentage point by the start of July -- including the first half-point hike since 2000 -- in response to the hottest inflation in four decades.
Bullard支持在7月初之前升息1%,以應對40年來最火熱的通膨
“I’d like to see 100 basis points in the bag by July 1,” Bullard, a voter on monetary policy this year, said in an interview with Bloomberg News on Thursday. “I was already more hawkish but I have pulled up dramatically what I think the committee should do.”
「我希望能在7月1日看到升息100個基點,我本來就比較鷹派,但是現在我又大幅提高我認為聯準會該做的。」
Bullard’s plan involves spreading the increases over three meetings, shrinking the Fed’s balance sheet starting in the second quarter, and then deciding on the path of rates in the second half based on updated data. He said he was undecided on whether the March meeting should begin with 50 basis points, and would defer to Fed Chair Jerome Powell in leading the discussion. Powell, at a press conference in January,idn’t rule out the ideaf such a move.
Bullard spoke after the January consumer price index report showed a 7.5% annual increase, the biggest since 1982. Gains were broad-based, extending beyond food and energy to categories including household furnishings and health insurance.
Yields on two-year Treasuries, which had risen after the CPI print, climbed further after Bullard’s comments to reach about 1.58%, the highest since January 2020, while 10-year yields rose to about 2.04%, the highest since August 2019.ed swapsow show a full point of tightening over the next three meetings.
‘Concerning’ Report
The report “shows continued inflationary pressure in the U.S.” and “is concerning for me and for the Fed,” Bullard said. “You have got the highest inflation in 40 years and I think we are going to have to be far more nimble and far more reactive to data.”
心得/評論:
昨天美股在CPI數字出來後先跌一根
V了一下後Bullard這個消息再下去
近年聯準會不喜歡讓大家猜
通常會在開會前透過官員放話給guidance
調整市場預期
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※ 文章代碼(AID): #1Y1PcWYC (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1644534176.A.88C.html
※ 同主題文章:
[新聞] 聯準會Bullard支持超級大量升息,7月1日前升4碼
02-11 07:02 HisVol.
→ clusis: 哇靠!手下留情1F 02/11 07:05
→ gothmog: FedWatch 工具顯示聯邦基金期貨投資人預測
下月升息 2 碼機率來到 92.8%,
花旗也釋出報告預計聯準會將在 3 月升息 50 個基點聖路易聯準銀行總裁布拉德 (James Bullard) 週四稱聯準會需要對通膨衝擊做出更大的反應
支持聯準會在 7 月 1 日前上調 100 個基點
此番言論加劇美股週四跌勢。3F 02/11 07:06
※ 編輯: HisVol (111.82.46.107 臺灣), 02/11/2022 07:11:14
推 poisonB: 空手仔等了兩年 就在等這第二隻腳10F 02/11 07:07
推 bunjie: 這傢伙今年開始有投票權 所以市場反應才會這麼大12F 02/11 07:12
推 Kobe5210: 多空雙向為啥要跳樓?誰讓每分每刻都要當無腦多?14F 02/11 07:12
→ Kobe5210: 在作弊的環境下賺錢,還真以為是股市的常態了???XD16F 02/11 07:13
推 tamsky: 2020/09/18 [新聞] Fed表態 2023年前不升息21F 02/11 07:20
→ sc2x2: 預料中22F 02/11 07:21
→ tamsky: 升了 不就利空出盡 回歸歷史 長線不是漲的嗎23F 02/11 07:21
→ DAEVA: 崩崩26F 02/11 07:29
推 ZunYin: 垃圾美股留給FED玩 大家來台股27F 02/11 07:29
推 yftsai: 自殺式升息來了28F 02/11 07:30
→ ichitakajoe: Civelant終於有機會回來了 2020/04就消失了30F 02/11 07:33
推 jenchieh5: FED:要不是有我們印鈔你們2020就跳樓了34F 02/11 07:39
推 cerwvk: 撐不住了,每一次大量升息36F 02/11 07:41
→ wakaura: 印那麼多鈔票,總該還的38F 02/11 07:42
噓 pisu: 升16碼啦40F 02/11 07:45
→ ookimoo: 升100碼 然後把8.8兆全部縮回來 天崩地裂不是更好43F 02/11 07:50
推 CYC40: 準備咕嚕咕嚕46F 02/11 07:54
噓 MVPkobe: 是能跌到哪 空空今天有賺到嗎47F 02/11 07:55
→ z7956234: 週五空軍日,昨天誰買股了?49F 02/11 07:55
→ laechan: 他的談話並不是原本v上去後又跌下來的主因50F 02/11 07:55
推 Ilou: 也太少51F 02/11 07:56
→ laechan: 原本v上去是因為還有主力沒跑,跑了就下來了52F 02/11 07:56
→ laechan: 解防疫措施會一個一個來,不用期待美股會有什麼反彈58F 02/11 08:00
推 cerwvk: 真正意義上的,只降息,不升息,大概只有台灣這種畸形的生態,每次升2碼,7*2=14蠻有可能的60F 02/11 08:00
→ cerwvk: 撐不住通膨就會這樣幹63F 02/11 08:01
推 speady: 空軍開始興奮啦,其實市場已經開始接受升息這件事情了64F 02/11 08:01
推 junnn: 美國貪婪印鈔 全球承受苦果 又一力作66F 02/11 08:02
→ bole: Fed的政策現在是大家一起出來放話就對了,政策可以這樣子嗎?
Fed決定政策的時候,就是所有的成員到處放話?68F 02/11 08:03
這叫「政策溝通」,以免市場到開會前一秒都預期錯誤
開會結果出來反而會造成市場大幅波動
不如開會前先放話引導市場調整預期,不要錯太多
※ 編輯: HisVol (111.82.46.107 臺灣), 02/11/2022 08:06:52
推 junnn: 美國就跟貪婪懶惰老闆一樣 只拿爽的 出事找替死鬼扛72F 02/11 08:05
推 xkso: Fed放話放半年了75F 02/11 08:06
推 ByronX: 美國印鈔哪有全球苦果 不是造就一堆少年股神嗎?
每個都超厲害的 買綠不買紅77F 02/11 08:06
推 kanehhh: 12碼對決守門員勝率不高79F 02/11 08:07
推 oxoxx: 4碼有點猛80F 02/11 08:08
推 xkso: 大概3月只能升1碼 上半年繼續通膨82F 02/11 08:08
推 jenchieh5: 真正的少年股神都買房存股過主力生活了83F 02/11 08:09
推 Senga41: 台灣不升息 台幣不會貶 世界最強86F 02/11 08:11
→ yun0615ch: 台灣就不敢打房啊 存款利率回到18趴不是很好
大家安居樂業89F 02/11 08:14
→ junnn: 美國是怕通膨引發嚴重副作用 人民造反 台灣人乖巧聽話 錢變薄也安靜接受 何必升息92F 02/11 08:18
推 pziix: 沒用啦 錢放口袋 沒貸款的升息也沒差94F 02/11 08:18
推 Leechihung: 沒投票權時說的話跟有投票權時做的事情往往不一樣,政治人物也是一堆這樣,中性看待就好了95F 02/11 08:19
推 berliner01: 有投票權的人說半年內要升100基點還是很嚇人吧98F 02/11 08:23
噓 scum5566: 7月1日ZZZzzzzZZZZ 明天就調可以嗎99F 02/11 08:24
推 pkz900224: 要升快升啦,廢話真多,生小孩都比你快100F 02/11 08:25
推 no2muta: 我要升了zzzz102F 02/11 08:26
推 hbket: 就算多升對改善通膨效果也有限,去解決供應鏈問題才是重點104F 02/11 08:28
推 junnn: 美國政策以白人銀行家利益為優先 唬弄百姓與全球 意外嗎106F 02/11 08:28
推 otsuka123: 台灣升一半就不錯了 難怪龍哥說要空美股..108F 02/11 08:28
→ thinksilver: 要升快升拉
投資客會說他們會把成本轉嫁租金喔 呵呵111F 02/11 08:29
→ a9564208: 沒事,SQQQ買好了^U^113F 02/11 08:30
推 lpc95: 有種台灣升1%,想看跳樓大拍賣116F 02/11 08:33
→ ck326: 房蟲瑟瑟發抖中117F 02/11 08:35
推 chocopie: 金融海嘯那時就是這樣搞了118F 02/11 08:35
→ j5163124: 房蟲跳樓一定放鞭炮,平常囂張成什麼樣子整天罵人魯空119F 02/11 08:38
推 CCNCCN: 快升吧,房價下來一些123F 02/11 08:42
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