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Amy99
Amy99
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2023-03-16
Market down is a good opportunity [Miser]
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Amy99
Amy99
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2023-01-26
$Tiger Brokers(TIGR)$
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Amy99
Amy99
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2023-01-26
$Futu Holdings Limited(FUTU)$
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Amy99
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2023-01-19
$Nasdaq100 Bear 3X ETF(SQQQ)$
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Amy99
Amy99
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2023-01-15
$Tiger Brokers(TIGR)$
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Amy99
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2023-01-15
$Futu Holdings Limited(FUTU)$
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Amy99
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2022-10-07
$E-mini Dow Jones - main 2212(YMmain)$
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Amy99
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2022-10-07
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债王格罗斯:美联储难以更大力加息,美债收益率或已见顶在即
格罗斯认为,令美联储等央行政策工具受限的罪魁祸首是不断上升的杠杆率,美国和其他经济体无法承受更多的加息。
债王格罗斯:美联储难以更大力加息,美债收益率或已见顶在即
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Amy99
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2022-10-06
$FRASERS CENTREPOINT TRUST(J69U.SI)$
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Amy99
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2022-10-06
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07:43","market":"hk","language":"zh","title":"债王格罗斯:美联储难以更大力加息,美债收益率或已见顶在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2273314573","media":"华尔街见闻","summary":"格罗斯认为,令美联储等央行政策工具受限的罪魁祸首是不断上升的杠杆率,美国和其他经济体无法承受更多的加息。","content":"<html><body><p>在美联储能继续激进加息路线吗?</p>\n<p>在“债王”格罗斯看来,美联储当前的政策立场是不可持续的。10月6日周四,格罗斯指出,美联储无法继续依靠不断加息来控制通胀,因为美国经济现在的杠杆率比上世纪80年代要高得多,而且全球经济正在放缓。</p>\n<p><strong>格罗斯称,当前美国经济的高杠杆和全球经济放缓的宏观环境,意味着2年期美国国债收益率太高,利率全线已经达到“临时”峰值。</strong>他表示,虽然通胀是美联储目前明面上唯一的关注焦点,但经济增长和金融稳定可能很快就会获得美联储的同等关注。</p>\n<p>他进一步称,令美联储等央行政策工具受限的罪魁祸首是不断上升的杠杆率,美国和其他经济体无法承受更多的加息。</p>\n<p>10月6日,美国两年期国债收益率高达4.256%;十年期国债收益率达3.828%。而在2020年中,美国两年期国债收益率一度低于0.2%,十年期国债收益率一度不足0.7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4f2440a7-af4d-41a7-b754-4f45a5b2960c.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/b851d8ac-c676-4d1d-86cf-d1607a240bf9.png\"/></p>\n<p>在新冠疫情爆发后,由于美国处于超低利率状态,美国政府、非金融部门和居民大量举债,杠杆率大幅攀升,美国政府杠杆率超过110%,而非金融部门和居民也利用低利率来借贷。</p>\n<p>和格罗斯持类似观点的还有亿万富翁、传奇投资者Stanley Druckenmiller。他在上个月底曾表示:</p>\n<blockquote>\n<p>我们担忧的核心是,2023年美国经济将硬着陆。如果这件事儿没发生,我会感到震惊。我不知道硬着陆发生的具体时间,但是肯定是明年年底之前,而且不是普通的<span>经济危机</span>。我不排除真的很糟糕的事情会发生。</p>\n</blockquote>\n<p>Druckenmiller认为,过去十年非同寻常的量化宽松和超低利率造成了资产泡沫:</p>\n<blockquote>\n<p>所有导致牛市的因素,它们不仅在停止,而且正在逆转。我们陷入了大麻烦。</p>\n</blockquote><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>债王格罗斯:美联储难以更大力加息,美债收益率或已见顶在即</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n债王格罗斯:美联储难以更大力加息,美债收益率或已见顶在即\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 07:43 北京时间 <a href=https://wallstreetcn.com/articles/3671836><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美联储能继续激进加息路线吗?\n在“债王”格罗斯看来,美联储当前的政策立场是不可持续的。10月6日周四,格罗斯指出,美联储无法继续依靠不断加息来控制通胀,因为美国经济现在的杠杆率比上世纪80年代要高得多,而且全球经济正在放缓。\n格罗斯称,当前美国经济的高杠杆和全球经济放缓的宏观环境,意味着2年期美国国债收益率太高,利率全线已经达到“临时”峰值。他表示,虽然通胀是美联储目前明面上唯一的关注焦点,但...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671836\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/b77d8302-2361-413d-805e-f8373b0877ee.jpg?imageView2/1/w/340/h/340","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","BK4504":"桥水持仓","SSO":"2倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3671836","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273314573","content_text":"在美联储能继续激进加息路线吗?\n在“债王”格罗斯看来,美联储当前的政策立场是不可持续的。10月6日周四,格罗斯指出,美联储无法继续依靠不断加息来控制通胀,因为美国经济现在的杠杆率比上世纪80年代要高得多,而且全球经济正在放缓。\n格罗斯称,当前美国经济的高杠杆和全球经济放缓的宏观环境,意味着2年期美国国债收益率太高,利率全线已经达到“临时”峰值。他表示,虽然通胀是美联储目前明面上唯一的关注焦点,但经济增长和金融稳定可能很快就会获得美联储的同等关注。\n他进一步称,令美联储等央行政策工具受限的罪魁祸首是不断上升的杠杆率,美国和其他经济体无法承受更多的加息。\n10月6日,美国两年期国债收益率高达4.256%;十年期国债收益率达3.828%。而在2020年中,美国两年期国债收益率一度低于0.2%,十年期国债收益率一度不足0.7%。\n\n\n在新冠疫情爆发后,由于美国处于超低利率状态,美国政府、非金融部门和居民大量举债,杠杆率大幅攀升,美国政府杠杆率超过110%,而非金融部门和居民也利用低利率来借贷。\n和格罗斯持类似观点的还有亿万富翁、传奇投资者Stanley Druckenmiller。他在上个月底曾表示:\n\n我们担忧的核心是,2023年美国经济将硬着陆。如果这件事儿没发生,我会感到震惊。我不知道硬着陆发生的具体时间,但是肯定是明年年底之前,而且不是普通的经济危机。我不排除真的很糟糕的事情会发生。\n\nDruckenmiller认为,过去十年非同寻常的量化宽松和超低利率造成了资产泡沫:\n\n所有导致牛市的因素,它们不仅在停止,而且正在逆转。我们陷入了大麻烦。\n风险提示及免责条款\n\n 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