美联储一句假话，整个世界都在上涨。
昨晚克利夫兰联储主席哈马克那句“最早可能6月降息”，引发的涨势还在持续，但上涨并非好消息。
第一，美股期货进一步上涨，有望收复4月2日推出对等关税以来的所有涨幅。但市场将给予特朗普升级贸易战的底气，因为他之前的让步是因为市场。投资者将继续面对特朗普政策的不连贯性、不确定性和波动性。
第二，美联储上场给市场托底，实际上是对特朗普升级关税的默许。这种“政治托底”一旦形成惯性，必将冲击市场对美联储中立性的信心。
此外，哈马克的话并不完全可信，“六月可能降息”属于典型的前瞻性指引，其核心是向市场传递“数据为王”的决策框架，而非做出承诺。只要未来通胀或就业出现反弹，降息时点就会随之后移。此时距离美联储主席鲍威尔讲话才7天，美联储态度转向如此之快有些匪夷所思，这期间并无重要经济数据。
接下来市场的走势将会更加烧脑。（来源：华尔街情报圈）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.