The Trading Floor
微醺的骰子TourTalk全球宏观研究致力于全球宏观和FICC大类资产配置的研究，欢迎关注我们的研报产品。我们的公众号:TourTalkFinance。业务合作请联系我们官方微信。研报订阅请点击如下链接：tourtalkmacro.mikecrm.com/cuNsGgn
| Publishes | Monthly | Episodes | 14 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Business | ||
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Latest Episodes
从去年底到现在，最大的意外莫过于美联储12月FOMC，结合我们近期的2024年展望，我们好好聊聊美联储。
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance
本期话题
好好聊聊扭曲的美联储
本期使用音乐
小伙伴儿极力建议我们取消音乐，本集暂且不放了
关于节目
TourTalk全球宏观研究致力于全球宏观和FICC大类资产配置的研究，欢迎关注我们的研报产品... more
TourTalk Macro Research已经陪伴大家好几个年头，互联网时代太多的瞬息万变，比如今年就不再流行秋天的第一杯奶茶了，但这个世界好像又一直兜兜转转，比如好多年前新闻里的巴以冲突，又以一种新的方式继续冲突。人生海海，山山而川，世界总是以其特有的规律在辗转腾挪，我们又何尝不都是看官。我们也一直对世界的运作保持好奇，对自然的规律保持谦卑，对金融市场保持冷静且严谨的观察。年中时，我们无奈上调了多年未变的研报订阅价格，仅仅为了保持住成本而已。但这个秋天，我们将以礼物的方式送给各各位看官以折... more
不知不觉，TourTalk Macro Research已经陪伴大家好几个年头，互联网时代太多的瞬息万变，比如今年就不再流行秋天的第一杯奶茶了，但这个世界好像又一直兜兜转转，比如好多年前新闻里的巴以冲突，又以一种新的方式继续冲突。人生海海，山山而川，世界总是以其特有的规律在辗转腾挪，我们又何尝不都是看官。我们也一直对世界的运作保持好奇，对自然的规律保持谦卑，对金融市场保持冷静且严谨的观察。年中时，我们无奈上调了多年未变的研报订阅价格，仅仅为了保持住成本而已。但这个秋天，我们将以礼物的方式送给各各... more
鲍威尔继续在Jackson Hole保持鹰派的论调，主要依然是打消市场的降息预期，longer最终的时间或许会超出大部分的预期。另外，针对人民币汇率我们继续从可聊的角度展开来说一说，感谢收听！
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance
本期话题
1、Jackson Hole上鲍威尔的发言
2、人民币汇率更深的一些思考
3、简单带过日本央行YCC的... more
6月美国CPI同比增速超预期下降，但这样的下降是在去年超高的基期因素之下的，未来是否会持续回落并且很快到2%目标呢？我们认为依然存在较高的不确定性。美联储的紧缩周期来到了第三阶段，这个阶段的故事会显得比较复杂，不同的市场情绪会不断叠加和发酵。
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance
本期话题
1、美国6月CPI及通胀展望
2、美联储紧缩周期走到了... more
美国债务上限谈判依然停滞不前，给市场风险资产带来更多的不确定性和波动率，距离X-date越来越近，我们认为波动率还是有望进一步放大的。日经225指数年初以来上涨近18%，巴菲特效应助力明显，未来会如何呢？当本轮加息周期中央行都接近峰值水平之后，利差驱动的汇率跑马游戏又开始了。
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance
本期话题
日本股市大幅上行的背后... more
美国债务上限谈判依然停滞不前，给市场风险资产带来更多的不确定性和波动率，距离X-date越来越近，我们认为波动率还是有望进一步放大的。此外，美联储5月FOMC上传递出暂停加息的可能性，当然还有美联储最新的高级信贷经理调查所传递的信贷收缩的情况，我们将在本期博客对这些话题进行讨论。
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance
本期话题
美国债务上限和X-... more
硅谷银行暴雷给处在紧缩周期里的美联储带来了不确定性，在高通胀和流动性问题冲击之下的美联储非常考验其政策的坚定性。然而步入紧缩第三阶段的美联储似乎也距离其尾声不远，并且我们认为最终会以衰退的形式来结束，而现在我们则处在紧缩阶段末期和经济衰退开始前这个中间的阶段，也是幺蛾子满天飞和市场波动率上升的阶段。本期节目我们就来聊聊“硅谷银行们”、美联储紧缩政策和经济衰退预期。
本期节目所包含的图表欢迎移步我们的公众号：TourTalkFinance。在我们的公众号上您将可以获取更多信息本期节目所包含的图表... more
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1. 起朱楼宴宾客
2. 市场透视 Moving Markets
3. 知行小酒馆
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The Trading Floor launched 3 years ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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