市场对美联储本月加息预期骤降

投资观察
Yesterday

交易员如今认为,美联储本月加息的可能性大致如同抛硬币一般,胜负难料。根据芝加哥商品交易所(CME)的数据,市场目前定价约50%的概率会进行25个基点的加息。而就在昨日,投资者还预计加息的可能性高达70%。

此番转变的背景是,美联储多位重量级理事纷纷发声,试图打消外界认为加息已成定局的看法。就在刚刚,克里斯托弗·沃勒表示,若8月的数据显示通胀持续取得进展,他将支持维持利率不变。而此前一日,约翰·威廉姆斯也指出,加息的理由尚不充分。

市场预期随之迅速降温,投资者对货币政策路径的重新评估,也反映出官员表态对市场情绪的显著影响。

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