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股权投资之前要想清楚一个问题

股权投资之前要想清楚一个问题

今晚!全球市场目光将聚焦同一个人:鲍威尔

Wrightson ICAP首席经济学家Lou Crandall就表示,“鲍威尔讲话的核心信息料将是美联储压低通胀的坚定决心,即使他们知道自己将面临短期增长前景较预期更疲弱的重大风险。上周三公布的美联储7月会议纪要其实就提到了这一点,但被其他有关加息步伐最终放缓的消息淹没了。”

Wolfe Research分析师Chris Senyek在周一发表的研报中也指出:“美联储主席鲍威尔周五将在杰克逊霍尔发表演讲。估计他这次的讲话立场可能会比他在7月27日新闻发布会上的讲话更加鹰派。在那次会议上鲍威尔说联邦基金利率已经回到中性水平。”

华盛顿Monetary Policy Analytics分析师Derek Tang说道:“股权投资之前要想清楚一个问题 鲍威尔的表现将让听众相信,美联储在双重使命的背景下,是认真对待通胀问题的。我们仍然认为美联储9月将加息75个基点,而不是50个基点,随后从11月开始将加息幅度降至25个基点。”

此外,BMO Capital Markets策略师Ian Lyngen和Ben Jeffery称,“可以肯定的是,鲍威尔的目标之一将是传达抗击通胀仍需努力,加息周期尚未接近尾声的信息”。

22V Research创始人Dennis DeBusschere表示,“我们不相信周五的杰克逊霍尔年会将对市场产生负面冲击,因为目前预期美联储会保持鹰派基调,所以敞口仍然很低,我们认为回调发生在杰克逊霍尔年会前,基本上已经消化了。对于短线走势,我们持中性立场”。

今晚!全球市场目光将聚焦同一个人:鲍威尔

如果鲍威尔不想连续第二年在央行年会上栽倒,他就必须明确立场,这也是为何全球市场的交易员眼下普遍高度关注今晚鲍威尔演讲的一大原因。Sahm Consulting创始人、前美联储经济学家Claudia Sahm表示,“在这个时候,美联储不能失去对叙事的控制,他们需要非常清楚地表明,他们明白这条道路的利害关系,以及他们自己选择的道路可能带来的非常负面的后果。”

私募股权投资:评估企业质量

PE Investing_Target_Sectors_CH_v4

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This commentary contains information and views as of the date indicated and such information and views are subject to change without notice. Certain of the information provided herein has been prepared based on Brookfield's internal research and certain information is based on various assumptions made by Brookfield, any of which may prove to be incorrect. Brookfield may have not verified (and disclaims any obligation to verify) the accuracy or completeness of any information included herein including information that has been provided by third parties and you cannot rely on Brookfield as having verified such information. The information provided herein reflects Brookfield's perspectives and beliefs.

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股权投资之前要想清楚一个问题

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