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After Meeting EP. 120｜通膨又來！聯準會諸公們態度盤點

EPISODE · Apr 14, 2024 · 37 MIN

After Meeting EP. 120｜通膨又來！聯準會諸公們態度盤點

from MacroMicro 財經M平方 · host MacroMicro

今天重點就是—通膨，美國非農、CPI 接連超乎預期，加上近期聯準會委員密集公開發言提及降息延後，市場不免開始擔心，通膨回來了嗎？聯準會降息將有變數嗎？本集邀請新組合研究經理 Ryan 與新任研究員 Ralice 搭檔一起上節目聊聊！ 📌 聯準會態度轉向與否，從這些數據找答案 📌 通膨未爆彈？CPI 與勞動供給未來如何解讀 📌 聯準會諸公群起轉鷹？收攏兩大論述直接講 📌 會議紀要暗藏玄機，縮表放緩「量」的轉向 📌 美日聯合記者會：拜登拋降息直球，還有一大看點！ 【⏰觀看加碼延長至 4/28】MM全球經濟展望 | 全面解析市場上最關心的投資議題：通膨、聯準會與科技股泡沫，現在加入即刻掌握！ https://pse.is/5nxu6x ✍🏻 部落格｜聯準會委員不斷放鷹，兩面向掌握降息預期變動！ https://pse.is/5slsp5 ✍🏻 短 評｜3 月 CPI 超預期，降息時點延後，會議紀要重點解讀！ https://pse.is/5slsvz ✍🏻 關鍵圖表｜從政策利率水平分析升息循環是否已至尾聲 https://pse.is/5sm626 --- 🎧 錄音時間：04/11 12:45 💻研究經理 Ryan & 研究員 Ralice -- Hosting provided by SoundOn

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After Meeting EP. 120｜通膨又來！聯準會諸公們態度盤點

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