fed minutes 裏實際最重要的一句話被媒體故意忽略去炒作相反的。這句話
“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基本是鐵板上的事,美國商業環境沒人付得起這個利息。第一降在八月或九月,大選後第二降。直接把大盤推向5700。