Federated Hermes:今日之措辞,远不及未来之路径关键

投资观察
Yesterday

对于今天的加息,市场早已做好充分准备。随着美联储主席凯文·沃什开启会后新闻发布会,投资者势必会从中仔细捕捉关于未来加息节奏的关键线索。 "由于投资者正重新审视通胀风险并为"更高更久"的利率预期进行定价,美国国债收益率已大幅走高,"Federated Hermes固定收益投资策略师凯伦·曼纳表示。"正因如此,今日这25个基点的动作,其重要性远不及后续路径——更关键的信号在于,美联储究竟认为幅度已够,还是这仅仅是一轮紧缩周期的开端。"

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