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 是眾所周知的聯偖傳話筒 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 07:08:00

• Nick哪裏的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

• 就是說降息50點， 安慰說寶寶不要怕就完了，不就是一句話的事嗎。 華爾街在聯儲麵前就是個寶寶。 -朝陽如沐- ♂ (0 bytes) () 09/14/2024 postreply 07:27:00

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

• I agree, 但找好個股或板塊很重要 -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

• 傳統行業需要大量資金投入，比如能源和電力公司，降息會立刻減輕它們資金壓力。我尤其看好電力，因為AI算力要求很及大推動電力革新 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:37:00

• 金融板塊。降息是雙麵刀，因為它會減少壓縮利潤空間，但同時會推動公司個人貸款規模和需求。 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:42:00

• 所以要有選擇性的投那些不斷擴張他們企業貸款規模和行業的金融公司，避免那些隻靠利息嬴利的公司 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:45:00

• 最後一點，華街反應速度是很快的。現在就要布局。太晚後你基本就是成了機構培養的韮菜了。比如REIT, 我們已經進去4-6個月了 -三心三意- ♂ (0 bytes) () 09/14/2024 postreply 20:47:00