The Daily Update - 每日新闻更新 — 滥用推特的总统先生 The Daily Update – Abuse via Tweet Mr President

昨天,市场的所有行动都在围绕着英镑和英国国债市场进行。英镑兑美元收盘时下跌1.3%,与此同时,随着市场将无协议脱欧的可能性提高至50%左右,10年期英国国债的收益率下跌了3.5个基点。执着地坚持无协议脱欧的鲍里斯·约翰逊(Boris Johnson)以及来自许多不同政党的不断争吵导致了(投资者的)抛售,很少有人预计未来几周会出现任何缓解。

在大塘的那一侧,另一位领导人特朗普总统在乏力的贸易背景中,赶在明天美联储宣布利率之前继续通过推特表达自己的立场,占据了各大媒体的头条。第一条是“欧盟和中国将降低利率并向它们各自的系统中注入资金,以便让它们的制造商更容易销售产品。与此同时,我们的美联储在通货膨胀率非常低的情况下却无动于衷,跟它们相比,美联储的应对措施太少了。这种情况简直是太糟糕了!”

第二条推特加大了施压的力度。“美联储过早地也过高地提高了利率。他们的量化宽松政策也是一个重大失误。虽然我们的国家表现得非常好,但错过的潜在的财富创造(机会)却是惊人的,特别是将它跟我们的债务进行衡量的时候。我们的竞争对手是一些知道如何跟美国玩游戏对抗的国家。这就是欧盟成立的原因......而对于中国来说,到目前为止,美国一直就是‘一只容易捏的软柿子’。美联储的行动都是错误的。小幅度的降息是不够的,但无论如何我们最终还是会赢的!”

我们相信总统是在降息50个基点的阵营中。但即使用他的策略来影响美联储,这件事情仍旧不会发生。不过,伦敦时间明天晚上7点,特朗普最不喜欢的人之一鲍威尔(Powell)主席以及美国联邦公开市场委员会(FOMC)的其他成员将宣布他们的行动,让我们拭目以待吧。 

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