石破政府今年在财政政策上会尽量宽松,日本银行在货币政策上会谨慎地加快加息步伐,日元汇率则处在两难中。 上周有两大故事。第一个是美联储公布上月联邦公开市场委员会(FOMC)会议纪要,表达了不急于重回降息的立场,但同时暗示可能调整量化紧缩政策,暂缓乃至停止缩表。第二个故事是最新调查显示美国消费者信心下滑,对长期通胀的担忧达到1995年以来的新高。美股上周五出现了今年以来最大的单日下跌,而对政策利率...
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