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谁想在美联储"暗示放水"的时候做空美股呢?
这一次,让空头不敢轻举妄动的真正原因是——RMP(储备管理购买),据华尔街多家投行预测,为了防止年底钱荒,美联储可能最快在下周会议宣布开启RMP。也就是从明年1月起,美联储每个月要买入200-350亿美元的短期美债。虽然官方会嘴硬说:“这不是QE(量化宽松),这只是技术性调整”。因为QE买的是长债,RMP买的是短债。但在市场眼里,这不就是换了个马甲的“放水”吗?