美國4月CPI年增 4.9% 核心 5.5% - 股票QA

By Lily
at 2023-05-10T20:30

Table of Contents

來源：美國勞工部勞動統計局
https://www.bls.gov/news.release/cpi.nr0.htm

4月CPI年增4.9%（預估5.0%）
月增0.4%（預估0.4%）
核心5.5%（預估5.5%）

https://i.imgur.com/PquFFjA.jpg

Tags: 股票

All Comments

By Regina
at 2023-05-07T22:33

噴

By Puput
at 2023-05-12T19:47

慘了

By Hamiltion
at 2023-05-07T22:33

噴爆

By Ophelia
at 2023-05-12T19:47

噴噴噴

By Hardy
at 2023-05-07T22:33

符合預期

By Zanna
at 2023-05-12T19:47

居然破5！！噴爆

By Madame
at 2023-05-07T22:33

終於要噴了

By Charlie
at 2023-05-12T19:47

崩潰

By Donna
at 2023-05-07T22:33

符合預期，繼續跌

By Thomas
at 2023-05-12T19:47

核心沒降預期通膨持續時間會很久

By Heather
at 2023-05-07T22:33

哲哲太神了

By Franklin
at 2023-05-12T19:47

符合預期呀應該不波動才對~~

By Andrew
at 2023-05-07T22:33

明天跳空萬六

By David
at 2023-05-12T19:47

今天噴明天跌

By Bethany
at 2023-05-07T22:33

今年不會降息粉碎降息預期

By Rae
at 2023-05-12T19:47

哇靠火箭90度垂直噴射欸
折折正在打字中

By Kristin
at 2023-05-07T22:33

噴噴

By Rachel
at 2023-05-12T19:47

噴了一根
看樣子真的有機會軟著陸

By Charlie
at 2023-05-07T22:33

起飛嗎

By George
at 2023-05-12T19:47

估蠻準的，官員有在做事

By Rebecca
at 2023-05-07T22:33

等等越想越不對勁

By Isla
at 2023-05-12T19:47

噴噴噴

By Charlotte
at 2023-05-07T22:33

不降息就是噴

By Caitlin
at 2023-05-12T19:47

這樣應該還是Fed維持原本的決策，5月後就停止升息

By Zora
at 2023-05-07T22:33

媽阿

By Daph Bay
at 2023-05-12T19:47

外資明天要大買超了嗎

By Emma
at 2023-05-07T22:33

頂到了肺

By Ethan
at 2023-05-12T19:47

好耶跳水台預備

By Una
at 2023-05-07T22:33

噴！

By Zanna
at 2023-05-12T19:47

停止升息，噴爆！

By Joe
at 2023-05-07T22:33

美股勃起中

By Caitlin
at 2023-05-12T19:47

折折正在編輯文章

By Tracy
at 2023-05-07T22:33

噴噴噴噴噴

By Dinah
at 2023-05-12T19:47

小道狂噴

By Callum
at 2023-05-07T22:33

跟我們的主計處差真多

By Sierra Rose
at 2023-05-12T19:47

去掉能源跟食品就是核心沒錯吧

By Gary
at 2023-05-07T22:33

明明就還是很高這樣也能當利多解讀 = = ?

By Andy
at 2023-05-12T19:47

噴慘!

By Genevieve
at 2023-05-07T22:33

老蘇記得你說過…

By Daph Bay
at 2023-05-12T19:47

噴

By Tom
at 2023-05-07T22:33

不當利多要怎噴

By Elvira
at 2023-05-12T19:47

大爆噴

By Wallis
at 2023-05-07T22:33

噴噴噴

By Hedda
at 2023-05-12T19:47

教訓一下今天加空的外資敢賣我的股票罪該萬死

By Lucy
at 2023-05-07T22:33

噴

By Puput
at 2023-05-12T19:47

利多就是利空利空就是利多
越爛越噴越好就下去沒訂單就是利多有訂單就是利
空

By Edith
at 2023-05-07T22:33

不會再升息了吧？

By Leila
at 2023-05-12T19:47

噴

By Puput
at 2023-05-07T22:33

噴

By Andy
at 2023-05-12T19:47

應該說不是利多，也不是利空

By Vanessa
at 2023-05-07T22:33

現在就是一點點利多就開趴的氣氛啊
看看昨天pltr噴成那樣

By Frederica
at 2023-05-08T15:06

再兩個月就不到4%了，不要再說通膨很高了...

By Valerie
at 2023-05-09T07:40

外豬給我用力買回來

By Mason
at 2023-05-10T00:14

https://i.imgur.com/h2nfmJF.jpg

By Tracy
at 2023-05-10T16:48

燃料已備妥

By Barb Cronin
at 2023-05-11T09:21

才掉0.1% 拉高正好佈空

By Valerie
at 2023-05-12T01:55

5月6月 CPI數據一定崩盤的 \預告在前...

By Jake
at 2023-05-12T18:29

看看upst盤前又往上拉了

By Caroline
at 2023-05-12T03:13

賠錢就是好消息賺錢就是壞消息

By Jacky
at 2023-05-12T19:47

https://i.imgur.com/IYBt4Vs.jpg 用圖表達就像這樣

By Annie
at 2023-05-12T03:13

不管怎樣就是噴

By Cara
at 2023-05-12T19:47

小那小道這一根

By Kumar
at 2023-05-12T03:13

今年是數據差股市跌

By Ina
at 2023-05-12T19:47

基期高還+4.9% 竟然當利多市場真的瘋了= =

By Skylar Davis
at 2023-05-12T03:13

party繼續嗨噴爛

By Heather
at 2023-05-12T19:47

未來兩個月通膨掉的速度會極快
4.9%是利多完全沒錯呵呵散戶看不懂吼

By Lauren
at 2023-05-12T03:13

哲哲訊息編輯中

By Ursula
at 2023-05-12T19:47

還有機會只要折折不發文就續漲

By Charlotte
at 2023-05-12T03:13

核心沒跌，看來要準備繼續升息了

By Dorothy
at 2023-05-12T19:47

你只能屯大宗物資或者買資產股了

By Elizabeth
at 2023-05-12T03:13

一根沖天炮

By Victoria
at 2023-05-12T19:47

噴爛了

By Charlotte
at 2023-05-12T03:13

高基期還繼續5%左右，懂得就懂，呵呵....

By Connor
at 2023-05-12T19:47

低於基準利率了升息遞延效果開始有效也不用再升了

By Jack
at 2023-05-12T03:13

傻空可以守夜了

By Hardy
at 2023-05-12T19:47

偉大領袖A33主席！帶領我們卍七去！

By Selena
at 2023-05-12T03:13

噴

By Liam
at 2023-05-12T19:47

還沒開盤不是嗎

By Gilbert
at 2023-05-12T03:13

某些投資人真的很詭異覺得4.9還很高大家在高興啥？
高興升息有用不用再升息目前經濟數據還處在軟著
陸狀態啊不然你可以等到通膨不到三的時候再開始投
資啊！（翻白眼）順帶一提當前利率比去年多了快
五趴結果指數反而比去年高你就知道美國多強韌了

By Robert
at 2023-05-12T19:47

等到七八月就知道

By Sandy
at 2023-05-12T03:13

不找個話題開趴一下今年華爾街業績會很慘

By Andy
at 2023-05-12T19:47

事實上就是通膨緩降看重點好嗎

By Mary
at 2023-05-12T03:13

這個月4.9 下個月4.4 再下個月就3.8了很高嗎?

By Valerie
at 2023-05-12T19:47

核心5.5 不升息最好會降到2.5啦

By Todd Johnson
at 2023-05-12T03:13

去年9.X快接近10% 已經砍半
維持高利率時間拉長通膨自然下修

By Liam
at 2023-05-12T19:47

不管啦！美國銀行要倒了！美債要違約了！天崩地裂！

By Sierra Rose
at 2023-05-12T03:13

真正超高基期的是56兩個月去年4月基期蠻低的

By Eden
at 2023-05-12T19:47

核心還硬挺在那懂得就懂

By Todd Johnson
at 2023-05-12T03:13

接近於符合預期的微降，應該就是帶來死魚盤

By Ina
at 2023-05-12T19:47

看那曲線2%-5%是最難降的

By Kumar
at 2023-05-12T03:13

fed都升息升成這樣了通膨降是應該的吧XD

By Freda
at 2023-05-12T19:47

又怕華爾街各自解讀上一次數據太好結果開高走低

By Barb Cronin
at 2023-05-12T03:13

那就可以降息啦

By Gilbert
at 2023-05-12T19:47

現在只盯著4.9 怎麼不想想再兩個月就不到4了
難道要等到兩個月後3.8%才買那不就套在山頂嗎

By Mia
at 2023-05-12T03:13

因為投資跟消費一定會慢慢減少達到平衡
別跟我說你會藉5%利息的去投資?

By Jessica
at 2023-05-12T19:47

尾盤撿了一些830 希望撈點便當錢

By Edith
at 2023-05-12T03:13

核心還是硬梆梆

By Heather
at 2023-05-12T19:47

完了，要萬6了

By Wallis
at 2023-05-12T03:13

感覺開盤後死魚一隻

By Sarah
at 2023-05-12T19:47

六月機會確定不會升息，之後就看經濟衰退程度

By James
at 2023-05-12T03:13

七八月基期降下來才是見真章

By Elvira
at 2023-05-12T19:47

fed就最怕這種太樂觀的預期心理搞的通膨又牙起來吧

By Olive
at 2023-05-12T03:13

噴

By Hardy
at 2023-05-12T19:47

核心不跌消費很難跌

By Eartha
at 2023-05-12T03:13

房租月率已經明顯下修了這個月剩0.4%

By Daph Bay
at 2023-05-12T19:47

噴

By Vanessa
at 2023-05-12T03:13

坐等教主開釋，CPI 我只信教主說的

By Caroline
at 2023-05-12T19:47

史詩級噴爛

By Freda
at 2023-05-12T03:13

上次老鮑好像有講未來看點是薪資成本上漲的情況

By Caroline
at 2023-05-12T19:47

這個月的核心只是有些東西跌深反彈而已根本不需要
怕房租剩0.4%是最大亮點

By Una
at 2023-05-12T03:13

三重羅生門要開了沒?

By William
at 2023-05-12T19:47

直接噴爛不給空軍活路

By Emily
at 2023-05-12T03:13

房租就如教主之前說的!!!

By Andrew
at 2023-05-12T19:47

btc直接向上1% 笑鼠

By Elma
at 2023-05-12T03:13

Services less rent 0.2% 上個月記得是-0.1% 說好
的通膨呢

By Annie
at 2023-05-12T19:47

噴爆

By Zanna
at 2023-05-12T03:13

https://www.instagram.com/p/CjZuRfeP3RZ/

By Mason
at 2023-05-12T19:47

到底是怎麼解讀的鮑爺爺有說五月不升嗎？

By Frederica
at 2023-05-12T03:13

通膨緩降，代掉聯準會不會在激進的升息了，不要太激
進的升息股市就不會崩盤，接下來就是時間換取空間讓
企業降低支出，經濟慢慢地衰退，通膨自然會降下來達
到軟著陸。所以高利率還會持續一陣子

By Puput
at 2023-05-12T19:47

好像說未來會看ECI(emploment cost index)

By Zenobia
at 2023-05-12T03:13

混亂到底要噴還是崩

By Sandy
at 2023-05-12T19:47

核心ㄏㄏ

By Hedy
at 2023-05-12T03:13

噴

By Leila
at 2023-05-12T19:47

但是股市不會崩盤到哪裡

By Ethan
at 2023-05-12T03:13

人性是貪婪的，全部人都在卡位通膨降準備降息大炒一
波，就問這狀況真的會降？

By Delia
at 2023-05-12T19:47

問就是噴爆但台股不會跟嘻嘻

By Jacky
at 2023-05-12T03:13

就高利率會持續幾年調體質
如果流動性沒問題股市也不怎麼會動

By Barb Cronin
at 2023-05-12T19:47

不降難道卡在5%一輩子？

By Hamiltion
at 2023-05-12T03:13

嘎嘎嘎嘎嘎嘎嘎嘎嘎嘎嘎

By Oliver
at 2023-05-12T19:47

利空出盡噴

By Kelly
at 2023-05-12T03:13

幾年是不太可能

By Oscar
at 2023-05-12T19:47

上次聽cnbc講說現在的狀況是把未來降息pricein進去
所以真的降息說不定反而不會漲

By Liam
at 2023-05-12T03:13

https://i.imgur.com/PnZxyUJ.jpg

By Jacob
at 2023-05-12T19:47

慘了又要被折折吹死了

By Hazel
at 2023-05-12T03:13

美股噴台股沒資格跟漲

By Hedy
at 2023-05-12T19:47

不會馬上降息最快年底吧
降息股市會崩再漲

By Linda
at 2023-05-12T03:13

軟著陸啦~

By Victoria
at 2023-05-12T19:47

噴噴

By Wallis
at 2023-05-12T03:13

美股要直接噴出了嗎

By Charlie
at 2023-05-12T19:47

市場決定利多或利空

By Lily
at 2023-05-12T03:13

我之前不是認為經濟GDP6~7% 通膨5% 持續5年

By Catherine
at 2023-05-12T19:47

停止升息就夠噴了

By Kristin
at 2023-05-12T03:13

不然你有錢也可以無限放空到崩盤沒意見

By Barb Cronin
at 2023-05-12T19:47

符合預期！噴爛！降息不遠了！

By Harry
at 2023-05-12T03:13

空軍射射發抖

By Ida
at 2023-05-12T19:47

噴

By Freda
at 2023-05-12T03:13

市場需要一點好消息不然最近一直盤在那

By Margaret
at 2023-05-12T19:47

拜託折折別發文啊

By Damian
at 2023-05-12T03:13

大爆噴

By Tracy
at 2023-05-12T19:47

對折先不要發文

By Doris
at 2023-05-12T03:13

就該買股票得認為股票透過商業營運>物資通膨

By Yuri
at 2023-05-12T19:47

Riesz尼要確定捏 5%維持五年? 你要不要先定義5%
不要到時候變成4.1%也算是接近5%捏

By Madame
at 2023-05-12T03:13

核心沒降還在妄想今年降息阿

By Vanessa
at 2023-05-12T19:47

我猜啦等到大家覺得通膨結束了但FED沒有要提早降

By Frederica
at 2023-05-12T03:13

TQQQ都盤快一個月了

By Charlotte
at 2023-05-12T19:47

現在通膨還有近5%反而不要降息會比較好，如果降息反
而會被解讀為有經濟危機。

By Liam
at 2023-05-12T03:13

可以再加一碼了

By Catherine
at 2023-05-12T19:47

息的意思時股市才會開始拉回
但是要崩盤別想了現在就不是金融危機啊....

By Kelly
at 2023-05-12T03:13

上次1980年代花了大概20年才降到5-6%，這次利息才升
到5%不到一年，就幻想降息？

By Xanthe
at 2023-05-12T19:47

噴

By Freda
at 2023-05-12T03:13

如果實質利率大於1%，聯準會就該降息了，別忘了目前
還在QT

By Andrew
at 2023-05-12T19:47

是誰無腦信亂帶風向的傻空啊？誰說崩盤才會降息，通
膨降到目標也會降息啊，有人會信籠鴿的話也是傻了

By Xanthe
at 2023-05-12T03:13

現代人哪怕金融危機？降息就是再炒一間房子再炒一次
原物料阿，利息低不借錢炒的都被當傻瓜了

By Suhail Hany
at 2023-05-12T19:47

fed從2008開始印錢至今已經放太多熱錢了現在吞苦果

By Ophelia
at 2023-05-12T03:13

噴翻天了~~ 500點起噴

By Una
at 2023-05-12T19:47

我也不認為1年多就可以把事情解決繼續開趴
就是過去印太多錢了現在fed才會被滿手熱錢的華爾街

By Victoria
at 2023-05-12T03:13

2年前降息沒借錢炒的都落後別人5-10年，這次再降有
人不all in借好借滿？！

By Rachel
at 2023-05-12T19:47

沒人關心了

By Elma
at 2023-05-12T03:13

核心通膨每年增加5% 持續5年因為美國一直舉債

By Jacob
at 2023-05-12T19:47

看沒有

By Isabella
at 2023-05-12T03:13

上次馬上拉回這次呢 ~~~

By Ula
at 2023-05-12T19:47

不減少福利不加稅我只好這麼認為

By Megan
at 2023-05-12T03:13

又拿1980，哈，時空背景不同了，現在主要是聯準會資
產負債表過高，削減後，通膨就下去了

By Hardy
at 2023-05-12T19:47

六月核心pce可能就要見3字頭了，還五年咧

By Elizabeth
at 2023-05-12T03:13

房租連2個月下來開始延後的反應，另外2手車這價這月
麼高，彈完之後也會下來。當然要噴啊，4月基期這麼
爛，還能降要偷笑了，5，6月基期可是比2，3月還高..
.

By Susan
at 2023-05-12T19:47

FED厲害的地方是古羅馬是一次30% 近代1970美國

By Puput
at 2023-05-12T03:13

核心住房再次確定高點已過，3月降MOM，4月YOY也降了
就看非住房的核心有多黏wwww

By Hedy
at 2023-05-12T19:47

拜託去看一下各家預測好不好

By Liam
at 2023-05-12T03:13

上次老鮑好像有說不要再以為fed會救市了很生氣XD

By Poppy
at 2023-05-12T19:47

要上萬六囉！

By Lydia
at 2023-05-12T03:13

是兩年達到20% 阿根廷是上世紀50% 今年100%

By Tristan Cohan
at 2023-05-12T19:47

我認為今年還可以再升一碼，年底CPI降至3.0-3.5%，
明年Q3-Q4再降息。

By John
at 2023-05-12T03:13

剛去看了fed的資產負債,還在八兆呢,QT?呵呵

By James
at 2023-05-12T19:47

不管喇！美國到處都在裁員！大家沒飯吃！消費力下降
美國快完蛋啦！空啊！空爛它！

By Frederica
at 2023-05-12T03:13

五月pce目前預估4.04，但這兩個月都高估0.2左右，如
果五月還ㄕˋ這樣的話，五月pce就會見3，六月核心pc
e也會見3

By Ivy
at 2023-05-12T19:47

如果能夠將通膨五年平攤 FED也很厲害至少平穩些

By Freda
at 2023-05-12T03:13

看資產負債，你要看流通中的

By Ophelia
at 2023-05-12T19:47

宇宙式大噴出

By Ophelia
at 2023-05-12T03:13

那個講1980的就是完全不懂1980的歷史

By Jacky
at 2023-05-12T19:47

我是看fed資產負債表餘額

By Lydia
at 2023-05-12T03:13

完了

By Genevieve
at 2023-05-12T19:47

老鮑：我...我救市可不是為了你喔是因為銀行倒了

By Skylar DavisLinda
at 2023-05-12T03:13

V起來～～～

By Cara
at 2023-05-12T19:47

一堆存在超額準備金帳戶跟逆回購吸附的，那都不在系
統中了
現在就是跟你說不能只看餘額

By Xanthe
at 2023-05-12T03:13

https://i.imgur.com/mS5CSP9.jpg

By Odelette
at 2023-05-12T19:47

這麼厲害，那你講一下1980怎麼了啊？

By Dorothy
at 2023-05-12T03:13

房租還沒降？見鬼了

By Frederic
at 2023-05-12T19:47

流通貨幣一直在減少

By Ophelia
at 2023-05-12T03:13

QT進度看trend就知道了啊,從說要QT到現在還是8兆

By Daniel
at 2023-05-12T19:47

只看餘額你就錯了啊，還看了就知道
我上個月有一篇解釋FED資產負債表的，去看一下吧

By David
at 2023-05-12T03:13

不管怎樣都是噴

By Rachel
at 2023-05-12T19:47

這樣要說QT很有進度會不會太牽強

By Iris
at 2023-05-12T03:13

vvvvv

By Olive
at 2023-05-12T19:47

QT 看 Securities held outright 裡面的就好了~

By Andy
at 2023-05-12T03:13

本來就照進度

By Bethany
at 2023-05-12T19:47

噴

By Jack
at 2023-05-12T03:13

降息跟升息的概念是不一樣的
fed啥時說過實質利率1%就降????

By Caitlin
at 2023-05-12T19:47

https://i.imgur.com/hPPbD3n.png 這邊有到期統計
基本QT都照進度來的~

By James
at 2023-05-12T03:13

就像蟒蛇吞了一隻大象要等蛇慢慢消化市場才正常

By Andrew
at 2023-05-12T19:47

前往教主說的通縮之路惹？！

By Quintina
at 2023-05-12T03:13

用力噴！萬七都沒問題！

By Susan
at 2023-05-12T19:47

1980跟現在又不能相提並論...
時空背景都不一樣了

By Carol
at 2023-05-12T03:13

孫老師也有說通縮

By Daniel
at 2023-05-12T19:47

上次記者會鮑還假設年底PCE 3% 現在實質2% 夠高了

By Suhail Hany
at 2023-05-12T03:13

資產負債表不是看總額，有些項目是資產負債一起增加
，彼此可以抵消的

By Lily
at 2023-05-12T19:47

如果高利率沒有持續兩年以上的話，那高通膨就會反
覆出現，因為平民對貨幣已經沒信心了

By Christine
at 2023-05-12T03:13

https://youtu.be/PmD7SrYeguc

By Blanche
at 2023-05-12T19:47

當初7.8%說很高現在4.9%了才半年年底就能看到3字
趨勢都看不懂難怪會賠錢

By Olive
at 2023-05-12T03:13

可是物價… 已經回不去了QQ

By Noah
at 2023-05-12T19:47

維持5% 利率OK阿遲早壓下去的

By Noah
at 2023-05-12T03:13

不可能持續兩年 Fed停止升息到第一次降過去100年
最高紀律是一年最快1個月

By Anthony
at 2023-05-12T19:47

政策遞延效應???

By Zora
at 2023-05-12T03:13

不是預測年底才有3.6%,沒降這麼快的吧

By Irma
at 2023-05-12T19:47

太舒服啦~~

By Emma
at 2023-05-12T03:13

要降息啦!!

By Charlotte
at 2023-05-12T19:47

https://reurl.cc/d7EnGM

By Edith
at 2023-05-12T03:13

尤其過去20年的低利率高利率持續太久對銀行很傷

By Adele
at 2023-05-12T19:47

拉開利率紀錄就知道了根本不必講太多

By Eden
at 2023-05-12T03:13

我等教主

By Sandy
at 2023-05-12T19:47

穩了

By Susan
at 2023-05-12T03:13

崩崩

By Zora
at 2023-05-12T19:47

@linmusic QT基本上是降 SOMA帳戶裡面的資產現在
FED B/S 裡面有很多浮動很大的項目類似LOANS 這些
https://www.newyorkfed.org/markets/data-hub

By Lucy
at 2023-05-12T03:13

但相對太快降通膨壓不住簡單的講fed的挑戰現在才開
始
降息跟通膨結束與否不是直接關聯性

By Una
at 2023-05-12T19:47

11月2號降息差不多啊到時大家都知道通膨結束了
大概也不會急降吧 1碼1碼降回3.5%~4%比較可能

By Carol
at 2023-05-12T03:13

升到安慰自己不會升，通膨還是壓不住，呵呵

By Skylar DavisLinda
at 2023-05-12T19:47

噴爆！！！

By Valerie
at 2023-05-12T03:13

紐約聯儲有統計SOMA的細項你可以看看

By Mason
at 2023-05-12T19:47

selected assets那一項裡有紅色線是不是就是
securities held的餘額變化
如果是的話那看起來變化也不大啊

By Aaliyah
at 2023-05-12T03:13

人類五千年歷史美債違約僅僅只有四個月

By Jessica
at 2023-05-12T19:47

大概要分六次降息而且不一定會連續降因為cpi也要
花很長時間才會穩定回到2.5%以下

By Steve
at 2023-05-12T03:13

要噴噴了4.9

By Lucy
at 2023-05-12T19:47

什麼年底3% 照這速度年中就3%了

By Thomas
at 2023-05-12T03:13

三四月銀行危機，金融機構跟國外央行跟FED借了3600
億流動性，但3000億放在準備金，1000多億被逆回購吸
附，整體市場流通現金反而減少，這你只看總額怎麼看
的出

By Robert
at 2023-05-12T19:47

降不降息不重要 CPI就是穩健下降中
整天拿數據要嚇人就是很OK

By Vanessa
at 2023-05-12T03:13

上次美央行長期保持高利率香港還沒回歸

By Daniel
at 2023-05-12T19:47

葉倫奶奶還在國會把因為缺錢不發鎮暴警察獎金卡死

By Catherine
at 2023-05-12T03:13

第三季可能要降習了吧，美國去年底房市就開始淡了
。

By Victoria
at 2023-05-12T19:47

就是有人看不懂CPI是往下緩跌XD
上個月直接降1% 股價反而是跌這次降0.1 繼續看戲

By Dora
at 2023-05-12T03:13

Shelter感覺遞延快2季。

By Dorothy
at 2023-05-12T19:47

它有一個下拉式選單裡面可以看securities餘額

By Una
at 2023-05-12T03:13

一直維持高息環境那美債流動性就會有問題啊

By Genevieve
at 2023-05-12T19:47

噴噴噴

By Dorothy
at 2023-05-12T03:13

一些生產商如麥當奴簽約的畜牧業如大型製造業

By Regina
at 2023-05-12T19:47

重點在於cpi已經穩定下降超過半年了尤其是實質利率
已經轉正能確定的是無升息壓力了

By Caitlin
at 2023-05-12T03:13

沒人說變化大，但QT是有照預計執行，而不是看總額說
沒減

By Ursula
at 2023-05-12T19:47

核心也降太少慘準備下去

By Skylar DavisLinda
at 2023-05-12T03:13

會不會不參考利率還考慮跟國外交易來調整售價呢

By Skylar DavisLinda
at 2023-05-12T19:47

https://i.imgur.com/0ou1SXp.png QT看紅色區塊~

By Eden
at 2023-05-12T03:13

看那張圖securities餘額連2020疫情前都降不到

By Mary
at 2023-05-12T19:47

是的，美國財政部已經打算明年把2020~2022發的低利
債買回來，用高利債取代以提升流動性

By Poppy
at 2023-05-12T03:13

現在好玩的是還要不要升息？銀行以後放貸會緊縮
準備金升高 cpi在降 6月升息機率？

By Jacky
at 2023-05-12T19:47

目標2%以下，結果黏在5%附近這麼久，哪裡來的本錢降
息啊？

By Blanche
at 2023-05-12T03:13

同意應該沒有升息壓力了但降息要看fed

By Liam
at 2023-05-12T19:47

https://i.imge.tw/jVH.jpg

By Kyle
at 2023-05-12T03:13

目前已經從高點減了大概$700B 我沒算錯的話... www

By Callum
at 2023-05-12T19:47

生產商會不會考慮消費者有上班我就加一點上去

By Lauren
at 2023-05-12T03:13

Shelter遞延太久，但趨勢已定，核心最慢下季也會下
來的。第三季應該看得到3.x%，該降息

By Harry
at 2023-05-12T19:47

本來就離疫情前還很遠，但絕對不是沒進度

By Selena
at 2023-05-12T03:13

降息很考驗fed的判斷就像走鋼絲一步走錯就完了

By Tom
at 2023-05-12T19:47

一切都如FED所料接近終端利率就會讓CPI下降

By Kelly
at 2023-05-12T03:13

丸子準備升息

By Jacob
at 2023-05-12T19:47

第三季會看到3.x，然後六月升息？要不要去檢查腦子

By Agnes
at 2023-05-12T03:13

我已經小幅佈局tmf了看來長債快跌到底了

By Daniel
at 2023-05-12T19:47

無聊都在預期中

By Christine
at 2023-05-12T03:13

現在7兆快8,疫情前大約6兆多

By Zenobia
at 2023-05-12T19:47

真的有人敢做多？

By Jacob
at 2023-05-12T03:13

基本上很難減到疫情前尤其現在run-off 一大堆MBS
要10年後才到期 wwww

By Elvira
at 2023-05-12T19:47

fed資產負債表要除GDP看比率不能只看絕對值

By Brianna
at 2023-05-12T03:13

預期中

By Adele
at 2023-05-12T19:47

結果台灣已經漲到噴飯了

By Skylar DavisLinda
at 2023-05-12T03:13

看到推文有人把恐嚇喊空仔乖孫子老師當神拜就知道大
嘎空才要剛開始

By Zanna
at 2023-05-12T19:47

不過FED幫MBS兜底的比例確實節節上升美式炒房ww

By Dora
at 2023-05-12T03:13

啊應該叫他網紅恐嚇空仔乖孫子老師
龜孫佬好像更好聽

By Valerie
at 2023-05-12T19:47

記得三月的會議記錄有說MBS最後再處理，燙手山芋

By Erin
at 2023-05-12T03:13

要知道08年前FED是不會持有MBS這種資產的....

By Queena
at 2023-05-12T19:47

FED手持的MBS一定要放到到期嗎

By Daniel
at 2023-05-12T03:13

動MBS影響金融穩定光是到期不買回影響也很大
真的有心處理大概花個30年慢慢分批降回零比較理想

By Iris
at 2023-05-12T19:47

還是說QE買進來容易QT賣出去難

By Thomas
at 2023-05-12T03:13

哲哲太神啦，但...會員一堆套牢，有機會解套了嗎

By Rae
at 2023-05-12T19:47

噴起來

By Vanessa
at 2023-05-12T03:13

潮吹

By Genevieve
at 2023-05-12T19:47

比較低穩

By Jack
at 2023-05-12T03:13

明天直接噴萬六

By Olga
at 2023-05-12T19:47

噴歪，開船了

By Charlie
at 2023-05-12T03:13

原來是燙手山芋啊,長知識了XD

By Quanna
at 2023-05-12T19:47

MBS很麻煩的這是歷史遺留問題...它不像美國公債是
零風險資產

By Audriana
at 2023-05-12T03:13

我也覺得某群人腦袋是不是壞掉即使目前數字尚未到
達目標值2%但你總要預估下降速度來實施升息而不是
說沒看到2%我就要繼續升直到看到2%才停下來那下
個月因為基期太高降到1%難道你要立刻降息嗎？別忘了
上個月可是突然6%變5%

By Audriana
at 2023-05-12T19:47

一直說萬六的應該套很深

By Regina
at 2023-05-12T03:13

噴到18000

By Oliver
at 2023-05-12T19:47

我以為股票都是買在預期原來是買在實現哈哈哈啊
哈

By Tracy
at 2023-05-12T03:13

叮叮叮叮叮叮叮我等收錢去 bye

By Ivy
at 2023-05-12T19:47

TSM還跌啊

By Cara
at 2023-05-12T03:13

我要把上面做成貼圖來k你的臉，反正再一個多月實現
，老鲍張嘴就唬爛，沒經驗嗎？

By William
at 2023-05-12T19:47

搞到30年就不用回收了，早就被經濟成長消化掉了

By William
at 2023-05-12T03:13

吵屁啊開盤了

By Yuri
at 2023-05-12T19:47

類似老師收初級會員每月8000 你不能請老師退8000

By Sarah
at 2023-05-12T03:13

還在等2%的去看一下通膨最高到現在股市漲多少了=.=

By Anonymous
at 2023-05-12T19:47

當初QE2的敗點就是沒有買MBS，只買美國公債造成新興
市場通膨，房地產卻沒起色，QE3再買MBS，美國才又進
入經濟全盛期

By Tom
at 2023-05-12T03:13

降是因為基期高吧

By Sierra Rose
at 2023-05-12T19:47

你拿會員證去抵還給老師 8000月費跟獵人證不雙向

By Regina
at 2023-05-12T03:13

主要就是我看這個securities的變化,覺得華爾街還很

By David
at 2023-05-12T19:47

是滿手熱錢可以炒,據我所知當初這些證券都是跟華街
收的

By Valerie
at 2023-05-12T03:13

準成這樣

By Tracy
at 2023-05-12T19:47

所以股市的漲跌看起來還是以華爾街的意向為主

By Hedy
at 2023-05-12T03:13

原來MBS是那麼頭痛的東西，我還以為之後可以selling

By Emma
at 2023-05-12T19:47

長知識了感謝mina大~

By Yuri
at 2023-05-12T03:13

符合預期塊陶啊

By Sarah
at 2023-05-12T19:47

股市短期是投票所長期是體重計華爾街影響短期

By Hedy
at 2023-05-12T03:13

華西街:咳咳!我說不如預期,明天跌爛我才撿,謝謝

By Jack
at 2023-05-12T19:47

通膨2%目標或是繼續升息又不代表我不能做多股市，還
是有人以為預期升息=做空？降息=做多？公布好業績=
做多？公布業績不好=做空？這在股市不輸死隨便你

By Carolina Franco
at 2023-05-12T03:13

通膨2%目標跟FED的發行長債跟短債有關

By Tom
at 2023-05-12T19:47

怎麼A了

By Irma
at 2023-05-12T03:13

萬八近在眼前

By Dora
at 2023-05-12T19:47

核心CPI連動都不動，最好是利多呵呵

By Una
at 2023-05-12T03:13

老美打第四節的

By Selena
at 2023-05-12T19:47

= =

By Edwina
at 2023-05-12T03:13

向下噴

By Frederica
at 2023-05-12T19:47

噴爆

By Jessica
at 2023-05-12T03:13

年增5%，股票一年賺的，「啪」就沒了

By Valerie
at 2023-05-12T19:47

我怎麼覺得傳產撐不到兩個月....

By Gary
at 2023-05-12T03:13

再2個月日本也撐不住升息拖垮整個世界

By Wallis
at 2023-05-12T19:47

看看新加坡一開始就跟著美國升息

By Connor
at 2023-05-12T03:13

噴

By Freda
at 2023-05-12T19:47

房還是撐在那

By Yedda
at 2023-05-12T03:13

現在新加坡對馬來西亞多了1x% 整個馬來西亞變成

By Aaliyah
at 2023-05-12T19:47

新加坡的打工仔完全不可逆
連官員都說看的到也知道為什麼但是短期無解

By Frederica
at 2023-05-12T03:13

VAVAVAVVAVAVA

By Tristan Cohan
at 2023-05-12T19:47

大學生畢業直接去新加坡賺3倍薪

By Regina
at 2023-05-12T03:13

nf大主要是因為匯差的問題嗎?

By Enid
at 2023-05-12T19:47

這幾個月看下來數字怎麼像作的？

By Tristan Cohan
at 2023-05-12T03:13

https://youtu.be/Md0vVgqvpTs

By Carol
at 2023-05-12T19:47

馬來西亞議員劉振東說 10年內無解只能吃新加坡
紅利讓新加坡對馬來西亞下放技術

By Skylar DavisLinda
at 2023-05-12T03:13

了解了,謝謝

By Necoo
at 2023-05-12T19:47

谷大師，快出來啊，全城的人都在找你啊，冥燈啊

By Hedda
at 2023-05-12T03:13

都已經到高基期了，還這麼大的CPI，真慘

By Donna
at 2023-05-12T19:47

那些4.9% 5.0%嘰嘰叫的人就是過一年多卻還看不懂通
膨的那群

By Margaret
at 2023-05-12T03:13

安啦～又不是呆丸利率升到5％明天開盤歐硬開趴

By Isabella
at 2023-05-12T19:47

也就是符合預期而已這邊在高潮什麼

By Kyle
at 2023-05-12T03:13

噴噴，賺錢真簡單

By Emily
at 2023-05-12T19:47

https://i.imgur.com/1MPE4wf.jpg

By Sandy
at 2023-05-12T03:13

噴

By Rebecca
at 2023-05-12T19:47

看起來不錯不過二手車怎麼突然跳一根

By Dorothy
at 2023-05-12T03:13

核心根本停滯下不來

By Iris
at 2023-05-12T19:47

少了0.1%，要大噴了

By Ingrid
at 2023-05-12T03:13

等等就越想越不對勁

By Elizabeth
at 2023-05-12T19:47

漲

By Regina
at 2023-05-12T03:13

噴

By Hedwig
at 2023-05-12T19:47

沒噴啊

By Audriana
at 2023-05-12T03:13

噴爆了

By Frederica
at 2023-05-12T19:47

奇怪為什麼每次預測都這麼準

By Selena
at 2023-05-12T03:13

破五不是很正常嗎？去年那麼高

By John
at 2023-05-12T19:47

有公式外加之前數據推論出來

By Lydia
at 2023-05-12T03:13

核心跟2月一樣，有點糟糕

By Ophelia
at 2023-05-12T19:47

超爛的好嗎? 核心是去除食物還有能源耶

By Adele
at 2023-05-12T03:13

穩噴

By Quanna
at 2023-05-12T19:47

道瓊翻黑

By Caroline
at 2023-05-12T03:13

慘，沒降，繼續升息，股市向__

By Sandy
at 2023-05-12T19:47

噴噴噴嗯噴噴噴噴噴

By Freda
at 2023-05-12T03:13

久違的全面高潮

By Jacob
at 2023-05-12T19:47

鬼之洗

By Puput
at 2023-05-12T03:13

核心CPI 根本停滯了

By Andrew
at 2023-05-12T19:47

哥只買台跟納正二，空軍省判日到來，爹咧嘻嘻嘻!!!

By Linda
at 2023-05-12T03:13

符合預期大概沒什麼好反應的無論好壞

By Poppy
at 2023-05-12T19:47

現在利率根本就是不夠高啦，CPI就一直5%吧

By Blanche
at 2023-05-12T03:13

而且對比高基期還年增5%

By Enid
at 2023-05-12T19:47

噴爛

By Ula
at 2023-05-12T03:13

噴

By Cara
at 2023-05-12T19:47

要選舉了啦

By Elvira
at 2023-05-12T03:13

理論上核心也要降回2%目標，然後現在利率5%出頭剛好
比核心高一咪咪，就說打通膨成功？實質利率轉正的就
準備降息了？是套太多債了嗎？況且，瘋狂印鈔票10多
年，升息1-2年就能打掉通膨？有這麼好的事？

By Robert
at 2023-05-12T19:47

這麼好打通膨，怎麼會有國家幾十%100%的通膨？

By Edith
at 2023-05-12T03:13

烏克蘭打戰帶動整個經濟

美國4月CPI年增 4.9% 核心 5.5% - 股票QA

All Comments

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