概要:进入6月,加拿大美国英国欧洲央行相继趋向强硬,其中美国欧洲央行开始讨论QT(quantitative tightening)时间表。短期利率跳升,央行细心呵护的股市特别是大型科技股渐失祝福。

6月12日:

Bank of Canada signals next move will likely be rate hike in ‘hawkish’ speech about growth (http://business.financialpost.com/news/economy/economy-stronger-but-bank-of-canada-deputy-hints-rate-hike-not-in-cards-yet/)

6月14日:

Fed Hikes Rates, But Hawkish Tone Unnerves Markets(http://www.investors.com/news/economy/fed-hikes-rates-details-plans-to-shrink-balance-sheet/)

6月15日:

Bank of England Turns Hawkish on Rates (https://www.wsj.com/articles/bank-of-england-turns-hawkish-on-rates-1497525159)

6月27日:

Bond yields leap as Draghi turns (somewhat) hawkish (https://seekingalpha.com/news/3275801-bond-yields-leap-draghi-turns-somewhat-hawkish)

 

 

 

Markets must grasp that the Fed is no longer their best friendIgnoring the US central bank’s policy guidance will only lead to greater disappointment
on.ft.com/2tIKtbk


美国两年利率

 

 

德国两年利率

 

 

英国两年利率