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杨德龙：美联储继续加息可能陷入滞胀，意味着今年美股无牛市_通胀_预期_我的网站
A | Sanjay Dutt is back in the headlines, and this time it is for a project that seems to be stirring a lot of curiosity. After winning hearts with his performance as SP Chaudhary Aslam in Aditya Dhar’s Dhurandhar: The Revenge, where fans loved his comical answers and savage attitude, he has officially announced his next big project. Titled Aakhri Sawal, the film will release in cinemas on May 15, 2026. The announcement came through a striking poster that looks intense and powerful. Designed with a giant question mark as its centrepiece, the visual aesthetic features a burnt, gritty look, layered with old newspaper clippings that suggest a story carrying years of historical weight and noise. Adding to the intensity, the poster shows people holding red flags, hinting at themes of protest, anger, and a story that has been building up for a long time. View this post on Instagram A post shared by Sanjay Dutt (@duttsanjay) Sanjay Dutt’s face is positioned in the middle of the poster in profile, leaving the audience wondering if he holds the answers or is the one searching for them. Along with the visual is the intriguing tagline: "The question India never stopped asking." While specific plot details remain under wraps, the film's foundation goes back in history. Aakhri Sawal draws from the 100-year journey of the Rashtriya Swayamsevak Sangh (RSS), which was founded in 1925 by Keshav Baliram Hedgewar. The story focuses on a specific moment that the film suggests quietly shifted the course of the country and an episode not typically found in standard textbooks. The cast features an ensemble including Amit Sadh, Namashi Chakraborty, Sameera Reddy, Tridha Choudhury, and Neetu Chandra. Sharing the news on social media, Sanjay wrote, "The question India never stopped asking. Get ready to know the answer on 15th May only in cinemas." The announcement received a warm response, with his wife Maanayta Dutt posting fire emojis and fans expressing their excitement over this new project. Also Read: Dhurandhar: The Revenge Review: Marathon Actioner。
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C | “下周三美联储将举行9月份联邦公开市场委员会（FOMC）货币政策会议，这次公布的通胀数据是会前披露的最后一份重要数据。市场预期美联储将继续大幅加息75个基点来抑制通胀，并且未来或将继续维持激进紧缩政策，这对于股市来说是不利的。美股结束四连阳出现大幅杀跌，即反映了这样的预期。”杨德龙说。他指出，美联储制定的长期中性目标通胀率为2%，现在离2%还有很远的距离。经过3月、5月、6月、7月4次加息，包括6月和7月连续两次大幅加息75个基点，联邦基准利率目前已经提高到2.25%到2.5%，9月份如果再次加息75个基点，联邦基准利率将提升到3%以上。
D | 这无疑对美国经济增长也会形成比较明显的影响，造成经济增速下滑，陷入滞胀，即经济停滞通货膨胀的状态。通胀无牛市，也意味着美股今年以来的表现应该不会太好。“隔夜美股惨遭血洗，道指狂泻约1000点，反映出投资者对于通胀居高不下的担忧。美元指数应声大涨，突破109。短期国债收益率飙升，两年期国债收益率一度飙升12个基点至3.69%，这些都反映出市场对于美联储加息的预期越来越强烈。”杨德龙表示，相对而言，我国当前通胀水平不高，一直控制在3%以内的良性通胀水平，这也为我国货币政策保持独立性提供了一定的基础。
E | 杨德龙分析称，美联储大幅加息使得美元指数飙升，而非美货币出现贬值。人民币汇率在隔夜也一度逼近7.0指数关口，这一定程度上压缩了央行宽松货币政策的空间。中美货币政策偏差是人民币汇率出现短期贬值的一个重要因素，预计在稳增长的政策目标之下，年底之前央行还是以较为宽松的货币政策为主，但是再次降息的可能性已经减小，更多的可能会通过实施公开市场操作来释放流动性。返回搜狐，查看更多责任编辑：
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Published on:04:07:53