Matt Mena 解释称,通胀持续降温的趋势强化了今年晚些时候政策宽松的可能性。随着美联储 6 月议息会议临近,市场焦点已转向决策者将如何应对通胀降温和宏观形势明朗化。这份 CPI 报告促使交易员将美联储全年降息预期调高至 47 个基点(相当于约两次 25 基点降息),本周初预期为 42 个基点。此外市场已完全定价 10 月降息,9 月降息概率维持在 70% 上方。
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