美联储的水龙头拧小了,市场真的好转了吗?
美联储的放水救市活动还在不断地持续,但在长时间的防水下,美联储的这个水龙头似乎有点收紧了,这是什么原因造成的呢?这是否意味着市场正在好转呢?今天就来简单的讨论一下这个话题。
美联储购债速度正在减缓
从资产负债表来看,美联储的企业债购买速度已经明显放缓,购买额已经远远低于计划最初时的7500亿美元的上限了。随着市场功能的改善,美联储放慢了购买步伐,从每天约3亿美元降至每天不到2亿美元。如果市场状况继续改善,美联储的购买可能会进一步放缓,有可能降至非常低的水平,或者完全停止。这的确向市场释放了一个比较良好的信号,但现在过度相信市场的话,并不是一个很好的决定。
疫情的控制仍是头号难题
虽然美联储已经放缓了购债速度,但新冠疫情对于各种经济活动的打击是巨大的,甚至甚多实体经济都出现了永久停摆的情况,所以说,要想完全的恢复经济发展,对于疫情的控制是很有必要的,但目前市场对于美国疫情控制抱有比较大的悲观情绪,而且疫苗信息迟迟没有新的消息出炉。按照目前的投资情绪,选择避险价值更高的黄金应该是比较好的选择。
美联储的水龙头虽然拧小了,但市场仍不能以此信息作为新的主线信息,因为美国经济目前基本面并不乐观,需要综合多方面信息才能做出合理的判断。
本文来源: 大田环球贵金属
最新内容
Risk Warning
Trading bullion and financial instruments carries significant risks and may not be suitable for all investors, requiring careful consideration of investment objectives, experience, and risk tolerance. Key risks include market volatility, leverage risks that can amplify gains or losses, liquidity issues that may prevent executing trades at desired prices, and technical failures in online trading systems. Prices fluctuate unpredictably, and past performance does not guarantee future results. CIDT Global Bullion Limited provides general market commentary but does not offer investment advice and is not liable for any losses incurred from reliance on its information, which may change without notice.
Jurisdiction Disclaimer
CIDT Global Bullion Limited's services are subject to local regulations and may not be available in all jurisdictions. Users are responsible for ensuring compliance with their local laws. Services are not provided in regions where they are prohibited by law, under international sanctions, or require licensing that the company does not hold. By using the platform, users confirm they are not in a restricted jurisdiction and accept full responsibility for legal compliance. The company reserves the right to decline or terminate services in restricted areas without prior notice.