【分析师:不要预计美联储很快会出手救市】金色财经报道,美联储下一次会议将于5月6日至7日举行。期货市场曾将美联储在那次会议上降息的几率提高至50%左右,但在鲍威尔发表讲话后,这一几率降至30%左右。市场参与者希望看到所谓的Fed Put(美联储认沽期权),即美联储通过降息来安抚陷入困境的市场,然而在周五,他们的预期落空了,导致股市走低。Evercore ISI董事长克里希纳•古哈写道:“鲍威尔的言论突显出,我们距离可能产生‘Fed Put’的宏观环境和市场数据还有很长的路要走。”“他正在寻求控制预期,以便在失业率大幅上升时保留降息的余地,在那之前,鉴于关税通胀飙升的规模,先发制人的行动是不可能的。”对鲍威尔来说,现在还不着急。古哈说:“感觉我们不需要着急,感觉我们还有时间。”
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