每日新闻更新 - 耶伦/国际清算银行/大风暴 The Daily Update - Yellen / BIS / The great storm

30年前的今天,伦敦和英国东南部遭遇到200年一遇的大风暴。当时在风暴来袭之前,BBC的天气播报员Michael Fish的一番讲说很有名:“一位女性联系到BBC,说她听说将有飓风…如果你正在看这个节目,不要担心,没有飓风!”几小时后飓风就造成了有史以来最大的破坏,19人遇难,Sevenoak(七橡树)镇的七棵橡树被吹倒六棵,总共有1500万棵树被吹倒。


然而,并不是所有人都认同耶伦。在Samuel Beckett的剧作《等待戈多》中,两个主要人物Estragon和Vladimir在等待一个叫做戈多的人,但戈多却从来没有出现。国际清算银行(BIS)的货币与经济部部长Claudio Borio在描述等待系统出现通胀时,就用“等待戈多”来描述。BIS认为到目前为止,没有人弄明白为什么一些经济体已经达到或接近充分就业,中央银行也注入了大量刺激资金,但通胀水平却一直萎靡疲软。Borio在最近的季度报告中指出:“这是一个价值上万亿美元的问题,关系到未来数年全球经济发展道路,也完全有可能决定着目前政策框架的未来。”BIS也认为在金融市场存在“繁荣”的警告信号。



Please read this important information before proceeding. It contains legal and regulatory notices relevant to the information on this site.

This website provides information about Stratton Street Capital LLP ("Stratton Street"). Stratton Street is authorised and regulated by the UK's Financial Conduct Authority. The content of this website has been prepared by Stratton Street from its records and is believed to be accurate but we do not accept any liability or responsibility in respect of the information of any views expressed herein. The information, material and content provided in the pages of this website may be changed at any time by us. Information on this website may be out of date and may not be updated or removed.

The website is provided for the main purpose of providing generic information on Stratton Street and on our investment philosophy for the use of financial professionals in the United Kingdom that qualify as Professional Clients or Eligible Counterparties under the rules of the United Kingdom Financial Conduct Authority (the "FCA"). The information in this website is not intended for the use of and should not be relied on by any person who would qualify as a Retail Client. Products and services referred to on this website are offered only at times when, and in jurisdictions where, they may be lawfully offered. The information on this website is not directed to any person in the United States. The provision of the information on this website does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

The website is not intended to offer investors the opportunity to invest in any Alternative Investment Fund ("AIF") product. The AIFs managed by Stratton Street are not being marketed in the European Economic Area ("EEA") and any eligible potential investor from the EEA who wishes to obtain information on the AIFs will only be provided with materials upon receipt by Stratton Street of an appropriate reverse solicitation request in accordance with the requirements of the EU Alternative Investment Fund Managers Directive ("AIFMD") and national law in their home jurisdiction. By proceeding you confirm that you are not accessing this website in the context of a potential investment by an EEA investor in the AIFs managed by Stratton Street and that you have read, understood and agree to these terms.

No information contained in this website should be deemed to constitute the provision of financial, investment or other professional advice in any way. The website should not be relied upon as including sufficient information to support any investment decision. If you are in doubt as to the appropriate course of action we recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser. Past performance is not necessarily a guide to the future. The value of investments and the income from them may go down as well as up. An application for any investment or service referred to on this site may only be made on the basis of the offer document, key features, prospectus or other applicable terms relating to the specific investment or service.

Where we provide hypertext links to other locations on the Internet, we do so for information purposes only. We are not responsible for the content of any other websites or pages linked to or linking to this website. We have not verified the content of any such websites. Such websites may contain products and services that are not authorised in your jurisdiction. Following links to any other websites or pages shall be at your own risk and we shall not be responsible or liable for any damages or in other way in connection with linking.

By using this site, you should be aware that we may disclose any information that we hold about you to any regulatory authority to which we are subject, or to any person legally empowered to require such information.

This website uses cookies to improve user experience, by clicking the "I Accept" button below means you consent to the use of cookies on our website.