I just checked Nick’s posting from WSJ

Jon Faust, who served until earlier this year as a senior adviser to Powell.

“I don’t think we’re in a spot that really shouts out for a pre-emptive 50,” said Faust. “But my preference would be slightly toward starting with 50. And I still think there’s a reasonable chance that the FOMC might get there as well.”

the Fed could manage concerns about spooking investors with a larger cut by providing “a lot of language around it that makes it not scary.” He added, “It wouldn’t need to be a sign of worry

所有跟帖： 

• Nick 是众所周知的联偖传话筒 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 07:08:00

• Nick哪里的Posting？link please -BigMountain6- ♂ (0 bytes) () 09/14/2024 postreply 08:28:25

• 大山，see link -三心三意- ♂ (196 bytes) () 09/14/2024 postreply 22:08:27

• 就是说降息50点， 安慰说宝宝不要怕就完了，不就是一句话的事吗。 华尔街在联储面前就是个宝宝。 -朝阳如沐- ♂ (0 bytes) () 09/14/2024 postreply 07:27:00

• 哈哈。现在是到了buy on any dip 的时候了 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 07:29:00

• I agree, 但找好个股或板块很重要 -BigMountain6- ♂ (0 bytes) () 09/14/2024 postreply 08:34:18

• 有推薦的嗎？ -非也1- ♂ (167 bytes) () 09/14/2024 postreply 09:00:28

• 传统行业需要大量资金投入，比如能源和电力公司，降息会立刻减轻它们资金压力。我尤其看好电力，因为AI算力要求很及大推动电力革新 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:37:00

• 金融板块。降息是双面刀，因为它会减少压缩利润空间，但同时会推动公司个人贷款规模和需求。 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:42:00

• 所以要有选择性的投那些不断扩张他们企业贷款规模和行业的金融公司，避免那些只靠利息嬴利的公司 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:45:00

• 最后一点，华街反应速度是很快的。现在就要布局。太晚后你基本就是成了机构培养的韮菜了。比如REIT, 我们已经进去4-6个月了 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:47:00