17:58:29
美国 United States
美联储的可信选择缓和了尾部风险,而不是周期。上周再次提醒人们,波动性已成为今年的一个特征,而不是一个例外。突然的重新定价事件继续出现,这往往是由政治和制度发展而不是经济基本面变化所驱动的。
A Credible Fed Choice Tames Tail Risks, Not the Cycle.Last week delivered yet another reminder that volatility has become a feature this year, rather than an exception. Sudden repricing episodes continue to emerge, often driven by political and institutional developments rather than changes in economic fundamentals.