fed minutes 里实际最重要的一句话被媒体故意忽略去炒作相反的。这句话
“various participants mentioned a willingness to tighten policy further should risks to inflation materialize in a way that such an action became appropriate”
降息或者不再QT基本是铁板上的事,美国商业环境没人付得起这个利息。第一降在八月或九月,大选后第二降。直接把大盘推向5700。