Kevin Gordon, head of macro research and strategy at Schwab,
文 / 小金
2026-10-29 01:50:04
来源:亚金网
Kevin Gordon, head of macro research and strategy at Schwab, says Fed tightening typically raises market volatility — historically the S&P 500’s peak drawdown averaged over 10% in the 12 months after a hiking cycle begins. He adds the current macro backdrop remains relatively favorable, so the economy is likely to stay resilient even if the Fed implements multiple rate hikes. Gordon notes equities often react to Fed policy but that AI investment and oil-driven inflation are currently the primary market drivers.
