After Meeting EP. 161|聯準會不降息、台幣狂升,流動性跑哪去? episode artwork

EPISODE · May 10, 2025 · 54 MIN

After Meeting EP. 161|聯準會不降息、台幣狂升,流動性跑哪去?

from MacroMicro 財經M平方 · host MacroMicro

【👉友站訊息推廣】 對「外匯期貨」有興趣,可以瀏覽全球交易量最大且穩定的芝商所 CME 網站,掌握最新資訊並獲得免費教學資源哦! https://pse.is/7jwhvs 免費外匯策略週報 https://pse.is/7jwhx9 --- 祝福全天下媽媽,母親節快樂、每天都快樂!💐 本週市場兩大事件重點分析:川普弱美元預期引發市場踩踏,台幣強勢升值;而聯準會利率決策會議落幕,再次重申雙重使命與挑戰! 本集邀請研究副總監 Ryan、研究員 Jat 一起來聊聊:面對川普步步進逼,聯準會如何看待美國經濟,降息步伐將受箝制嗎?而台幣究竟為何而漲?台灣經濟與產業影響層面一一解析。 📌 聯準會鷹派不動作!雙重使命的現在與未來 📌 記者聚焦救市提問:通膨就業、貨幣政策與軟硬數據 📌 債務上限「X 日」倒數,流動性評估關鍵 📌 台幣短期暴衝:主因源自央行規則與 NDF 📌 升值衝擊製造與壽險業?美債資產怎麼辦? 📌 廣場協議重演?解析時空背景與台幣趨勢 【✨最後倒數】限時加入 MM Prime 年繳,自動升級 MM Max 享受加量服務、不加價的終身承諾! https://pse.is/7gle6a ✍️ 部落格 | 聯準會稱降息為時過早,失業率、通膨風險同步攀升! https://pse.is/7jwym2 --- 🎙 錄音時間:05/08 13:00 💻 研究副總監 Ryan & 研究員 Jat -- Hosting provided by SoundOn

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After Meeting EP. 161|聯準會不降息、台幣狂升,流動性跑哪去?

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