主要是鲍大爷昨天的发言： He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. He reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. 所以，不要给股市短暂的疯狂冲昏了头脑。
heartinny 发表于 2024-09-19 12:32 主要是鲍大爷昨天的发言： He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. He reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. 所以，不要给股市短暂的疯狂冲昏了头脑。
这是昨天盘后一小时的评论： https://www.mortgagenewsdaily.com/markets/mbs-recap-09182024 Bonds Lose Ground Despite Larger Fed Rate Cut By: Matthew Graham Wed, Sep 18 2024, 5:16 PM The Fed was either going to cut 0.50% or 0.25% today. It opted for the larger cut but the bond market LOST ground. For those who hadn't tuned in over the past few weeks to learn why such things can happen, there were two potential reasons: the dot plot and Powell's press conference. The dot plot was inoffensive and actually left bonds in slightly better shape. It was Powell's press conference that caused the reversal this time. He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. And he reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. Combine all that with a bond market that had been in a relatively aggressive position heading into Fed Day and the moderately weaker closing levels are about as boring and logical a result as anyone could imagine. 今天市场📈，他得再找一个 logical 的理由。。。
fridec2 发表于 2024-09-19 13:07 这是昨天盘后一小时的评论： https://www.mortgagenewsdaily.com/markets/mbs-recap-09182024 Bonds Lose Ground Despite Larger Fed Rate Cut By: Matthew Graham Wed, Sep 18 2024, 5:16 PM The Fed was either going to cut 0.50% or 0.25% today. It opted for the larger cut but the bond market LOST ground. For those who hadn't tuned in over the past few weeks to learn why such things can happen, there were two potential reasons: the dot plot and Powell's press conference. The dot plot was inoffensive and actually left bonds in slightly better shape. It was Powell's press conference that caused the reversal this time. He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. And he reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. Combine all that with a bond market that had been in a relatively aggressive position heading into Fed Day and the moderately weaker closing levels are about as boring and logical a result as anyone could imagine. 今天市场📈，他得再找一个 logical 的理由。。。
fridec2 发表于 2024-09-19 13:07 这是昨天盘后一小时的评论： https://www.mortgagenewsdaily.com/markets/mbs-recap-09182024 Bonds Lose Ground Despite Larger Fed Rate Cut By: Matthew Graham Wed, Sep 18 2024, 5:16 PM The Fed was either going to cut 0.50% or 0.25% today. It opted for the larger cut but the bond market LOST ground. For those who hadn't tuned in over the past few weeks to learn why such things can happen, there were two potential reasons: the dot plot and Powell's press conference. The dot plot was inoffensive and actually left bonds in slightly better shape. It was Powell's press conference that caused the reversal this time. He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. And he reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. Combine all that with a bond market that had been in a relatively aggressive position heading into Fed Day and the moderately weaker closing levels are about as boring and logical a result as anyone could imagine. 今天市场📈，他得再找一个 logical 的理由。。。
股市和债市今天是两个走向。今天市场📈的是股市，我的文章的中心就是有时候债市比股市聪明。 The conventional wisdom is that bond traders are smarter, as bonds, by their very nature, force traders to think beyond the immediate situation. Most have a maturity measured in years so, in theory, traders must consider a long-term outlook for every trade.
楼主空了没有？
https://www.mortgagenewsdaily.com/markets/mbs-recap-09182024
Bonds Lose Ground Despite Larger Fed Rate Cut By: Matthew Graham Wed, Sep 18 2024, 5:16 PM The Fed was either going to cut 0.50% or 0.25% today. It opted for the larger cut but the bond market LOST ground. For those who hadn't tuned in over the past few weeks to learn why such things can happen, there were two potential reasons: the dot plot and Powell's press conference. The dot plot was inoffensive and actually left bonds in slightly better shape. It was Powell's press conference that caused the reversal this time. He didn't show visible concern on the labor market. He was clear to specify that 50bp isn't the pace of cuts until further notice. He stayed well clear of declaring victory on inflation. And he reiterated that the "neutral rate" is probably "significantly higher" than before the pandemic. Combine all that with a bond market that had been in a relatively aggressive position heading into Fed Day and the moderately weaker closing levels are about as boring and logical a result as anyone could imagine.
今天市场📈，他得再找一个 logical 的理由。。。
今天的total bond index没涨。楼主没说错啊
股市和债市今天是两个走向。今天市场📈的是股市，我的文章的中心就是有时候债市比股市聪明。
The conventional wisdom is that bond traders are smarter, as bonds, by their very nature, force traders to think beyond the immediate situation. Most have a maturity measured in years so, in theory, traders must consider a long-term outlook for every trade.
这是price in了吧
为什么消费品会跌？