刚才那个上面的日记忘了贴原文了，原文如下。

Jackson Hole Coffee Break Conversations Matter Most: Macro View

By?Mark Cranfield

(Bloomberg) –?

Investors looking for direction when central bankers gather at the annual Jackson Hole symposium this week will likely be disappointed — it’s the conversations around the coffee machines they really need to hear and these won’t be for public consumption.

At the Federal Reserve, they may be thinking the July insurance rate cut puts them in a strong position. Yet there must be a worry the talk of recession risk could become self-fulfilling so that the Fed finds itself behind the curve on lowering rates

Market commentary that the U.S. could be on a path that ends with rates below zero will also be a hot coffee break topic — how else to explain the extraordinary performance of?30-year?Treasury yields reaching a 1% handle. That didn’t even happen during the maelstrom of the global financial crisis

But what advice can the Europeans and Japanese give, when years of negative rates there have done little more than help to stoke the swings seen in asset markets?

Argentina’s recent?four-sigma?market event will no doubt be on the minds of many — after it raised fears of the exposure some major fund managers had to the nation’s bonds. The last thing central bankers want to see is another LTCM-s