Important news: Fed voting committee "dove": as the economy normalizes, interest rates should be lowered.
Interpretation:The recent correction in U.S. stocks and the northbound outflow have dragged down A-shares, due to pessimistic expectations for the Fed to cut interest rates, and it is expected that there will be some recovery in the future.
Recently, the market has been affected by both internal and external factors, but the central bank has recently stated that it will comprehensively use base money delivery tools such as open market operations, medium-term lending facilities, relending and rediscounting, and reservesIt will provide strong support for the reasonable growth of social financing scale and monetary credit.
These measures indicate that the policy will take positive measures to support economic growthand guide financial institutions to strengthen liquidity risk management, so as to maintain the stable operation of the market.
Actually,The market is mainly inseparable from monetary policy, that is, liquidity easing, even more so than the economy。If the U.S. stock market can get out of the long-term bull market, the core is related to the Fed's long-term quantitative easing, after the epidemic, the global economy, including the United States, is also bad, but the Fed's quantitative easing has become an important driving force for U.S. stocks to stand at a record high.
The current market is expected to be monetary easingOnce large-scale quantitative easing in China can be introduced, it may be the key to a market reversalWith the accelerated release of pessimism, the market signal will become more and more intense.
direction,One is the robot, Stanford launched a new type of robot, not only low cost, but also more family operability, the development of the robot industry is changing with each passing day, the second is large consumption, the recent tourism is hot, the Spring Festival holiday is approaching, movies, retail and other consumption directions ushered in the annual peak season.