f*s
2 楼
April 5 (Reuters) - U.S. stocks turned negative on Wednesday afternoon after
meeting minutes showed that the Federal Reserve sees a change in its bond
investment policy later this year, which reversed a rally after a strong
jobs report earlier in the day.
Most Federal Reserve policymakers think the central bank should take steps
to begin trimming its $4.5 trillion balance sheet later this year as long as
the economic data holds up, minutes released at 2pm ET showed.
"A little bit of the optimism has ebbed out of the market," due to the
additional signs of monetary policy tightening, according to Chris
Zaccarelli, Chief Investment Officer, at Cornerstone Financial Partners, in
Huntersville, North Carolina.
meeting minutes showed that the Federal Reserve sees a change in its bond
investment policy later this year, which reversed a rally after a strong
jobs report earlier in the day.
Most Federal Reserve policymakers think the central bank should take steps
to begin trimming its $4.5 trillion balance sheet later this year as long as
the economic data holds up, minutes released at 2pm ET showed.
"A little bit of the optimism has ebbed out of the market," due to the
additional signs of monetary policy tightening, according to Chris
Zaccarelli, Chief Investment Officer, at Cornerstone Financial Partners, in
Huntersville, North Carolina.
m*a
3 楼
Yellen要在下台之前搞川普
j*y
4 楼
"Most Federal Reserve policymakers think the central bank should take steps
to begin trimming its $4.5 trillion balance sheet later this year as long as
the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
思？看不懂啊，求解释一下。
难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
to begin trimming its $4.5 trillion balance sheet later this year as long as
the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
思？看不懂啊，求解释一下。
难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
t*8
5 楼
plus TAX reform is far away
House Speaker Paul Ryan said on Wednesday that tax reform will take longer
to accomplish than repealing and replacing Obamacare would, saying Congress
and the White House were initially closer to an agreement on healthcare
legislation than on tax policy.
"The House has a (tax reform) plan but the Senate doesn't quite have one yet
. They're working on one. The White House hasn't nailed it down," Ryan told
an audience in Washington.
"So even the three entities aren't on the same page yet on tax reform," he
added.
【在 e*********5 的大作中提到】
: Did FOMC say something scaring?
House Speaker Paul Ryan said on Wednesday that tax reform will take longer
to accomplish than repealing and replacing Obamacare would, saying Congress
and the White House were initially closer to an agreement on healthcare
legislation than on tax policy.
"The House has a (tax reform) plan but the Senate doesn't quite have one yet
. They're working on one. The White House hasn't nailed it down," Ryan told
an audience in Washington.
"So even the three entities aren't on the same page yet on tax reform," he
added.
【在 e*********5 的大作中提到】
: Did FOMC say something scaring?
t*6
6 楼
我的理解是 federal reserve 要提前开始缩表了，4.5 trillion 是 federal目前的
asset总额。具体操作手法大概是少印钱和卖出bond，流动性收紧。
steps
as
【在 j*****y 的大作中提到】
: "Most Federal Reserve policymakers think the central bank should take steps
: to begin trimming its $4.5 trillion balance sheet later this year as long as
: the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
: 思？看不懂啊，求解释一下。
: 难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
asset总额。具体操作手法大概是少印钱和卖出bond，流动性收紧。
steps
as
【在 j*****y 的大作中提到】
: "Most Federal Reserve policymakers think the central bank should take steps
: to begin trimming its $4.5 trillion balance sheet later this year as long as
: the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
: 思？看不懂啊，求解释一下。
: 难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
C*s
7 楼
说白了还是没钱。要减税，要基建，where is money？
y*d
8 楼
steps
as
FED总共印出来过这么多的美元。相当一部分是最近几年QE的时候印的。
FED缩表的办法很多。比如手上的国债/债券到期以后不再续，或者卖掉一部分。
央行的货币政策主要是两套手段：加息/减息，印钱/缩表
【在 j*****y 的大作中提到】
: "Most Federal Reserve policymakers think the central bank should take steps
: to begin trimming its $4.5 trillion balance sheet later this year as long as
: the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
: 思？看不懂啊，求解释一下。
: 难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
c*9
9 楼
QE的钱都进房市股市了 这节奏熟悉不
天朝已经连续一周不逆回购了
天朝已经连续一周不逆回购了
C*s
10 楼
求讲解一下加息/减息和印钱/缩表的区别，我的意思是说加息vs缩表，减息vs印钱。
【在 y*d 的大作中提到】
:
: steps
: as
: FED总共印出来过这么多的美元。相当一部分是最近几年QE的时候印的。
: FED缩表的办法很多。比如手上的国债/债券到期以后不再续，或者卖掉一部分。
: 央行的货币政策主要是两套手段：加息/减息，印钱/缩表
l*i
11 楼
对债市是不是利好？
【在 t******6 的大作中提到】
: 我的理解是 federal reserve 要提前开始缩表了，4.5 trillion 是 federal目前的
: asset总额。具体操作手法大概是少印钱和卖出bond，流动性收紧。
:
: steps
: as
【在 t******6 的大作中提到】
: 我的理解是 federal reserve 要提前开始缩表了，4.5 trillion 是 federal目前的
: asset总额。具体操作手法大概是少印钱和卖出bond，流动性收紧。
:
: steps
: as
s*i
12 楼
没错，银行的钱是拿债券去FED换来的，现在FED说了，你把债券拿回去，把钱还给我。
这也是给床铺上眼药，不要你的国债了，还钱。
steps
as
【在 j*****y 的大作中提到】
: "Most Federal Reserve policymakers think the central bank should take steps
: to begin trimming its $4.5 trillion balance sheet later this year as long as
: the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
: 思？看不懂啊，求解释一下。
: 难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
这也是给床铺上眼药，不要你的国债了，还钱。
steps
as
【在 j*****y 的大作中提到】
: "Most Federal Reserve policymakers think the central bank should take steps
: to begin trimming its $4.5 trillion balance sheet later this year as long as
: the economic data holds up, minutes released at 2pm ET showed." ---- 什么意
: 思？看不懂啊，求解释一下。
: 难道这些个大银行欠Federal Reserve $4.5 trillion的赊账？
t*6
13 楼
本身在2017年年末缩表是早就提出的政策方向，这次会议只是确认了而已。 对于市场
的影响有多剧烈还要看FED 政策的力度。 好像之前FED是party的DJ ，放的是电音大家
一起high，现在要切歌了。。。节奏肯定要比以前缓和。但到底是换成慢歌还是直接广
播体操，就看政府和fed的磋商了。
【在 l******i 的大作中提到】
: 对债市是不是利好？
的影响有多剧烈还要看FED 政策的力度。 好像之前FED是party的DJ ，放的是电音大家
一起high，现在要切歌了。。。节奏肯定要比以前缓和。但到底是换成慢歌还是直接广
播体操，就看政府和fed的磋商了。
【在 l******i 的大作中提到】
: 对债市是不是利好？
x*o
14 楼
Fed从08的1T到现在4.5T，印了3T的钱，比老中的4万亿狠多了
【在 t******6 的大作中提到】
: 本身在2017年年末缩表是早就提出的政策方向，这次会议只是确认了而已。 对于市场
: 的影响有多剧烈还要看FED 政策的力度。 好像之前FED是party的DJ ，放的是电音大家
: 一起high，现在要切歌了。。。节奏肯定要比以前缓和。但到底是换成慢歌还是直接广
: 播体操，就看政府和fed的磋商了。
【在 t******6 的大作中提到】
: 本身在2017年年末缩表是早就提出的政策方向，这次会议只是确认了而已。 对于市场
: 的影响有多剧烈还要看FED 政策的力度。 好像之前FED是party的DJ ，放的是电音大家
: 一起high，现在要切歌了。。。节奏肯定要比以前缓和。但到底是换成慢歌还是直接广
: 播体操，就看政府和fed的磋商了。
t*6
15 楼
那也是没办法，当年次贷危机，不QE的话美国的信用系统就崩溃了。
【在 x********o 的大作中提到】
: Fed从08的1T到现在4.5T，印了3T的钱，比老中的4万亿狠多了
【在 x********o 的大作中提到】
: Fed从08的1T到现在4.5T，印了3T的钱，比老中的4万亿狠多了
x*o
16 楼
QE 都是后来的事吧，2010开始的？
【在 t******6 的大作中提到】
: 那也是没办法，当年次贷危机，不QE的话美国的信用系统就崩溃了。
【在 t******6 的大作中提到】
: 那也是没办法，当年次贷危机，不QE的话美国的信用系统就崩溃了。
t*6
17 楼
据说次贷危机有可能在车贷上再来一次。。。这次应该不会qe了吧
【在 t******6 的大作中提到】
: 那也是没办法，当年次贷危机，不QE的话美国的信用系统就崩溃了。
x*a
18 楼
就是，这么好的机会不会跑路的都是迟早被抽，你还真以为买了就能等着数钱啊
z*e
19 楼
牛市时间长了，一天不涨就会有人抱怨
【在 x*********a 的大作中提到】
: 就是，这么好的机会不会跑路的都是迟早被抽，你还真以为买了就能等着数钱啊
【在 x*********a 的大作中提到】
: 就是，这么好的机会不会跑路的都是迟早被抽，你还真以为买了就能等着数钱啊
w*a
20 楼
你真以为天朝只印了4万亿？
【在 x********o 的大作中提到】
: Fed从08的1T到现在4.5T，印了3T的钱，比老中的4万亿狠多了
【在 x********o 的大作中提到】
: Fed从08的1T到现在4.5T，印了3T的钱，比老中的4万亿狠多了
t*s
21 楼
yellen 变脸是为两件事：一，上周好象是国会通过什么法，有权对联储决策进行干涉。
二，一鹰派加息的联储第3号人，因为泄密，被撤职了。
上面是猜的
二，一鹰派加息的联储第3号人，因为泄密，被撤职了。
上面是猜的
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