ChainCatcher 消息， QCP 发布简报表示，市场焦点已从降息本身转向美联储独立性问题。分析显示，市场正在长期端定价更高的期限溢价，同时降低美元下行周期的门槛。在此背景下，即使实施宽松政策，收益率曲线趋于陡峭，美元走软，而黄金和比特币则因投资者寻求对冲通胀和治理风险而获得支撑。
杰克逊霍尔会议后，降息仍被视为可能，尽管通胀难以迅速回落至 2% 目标。市场预计今年可能有两次降息，但新关税可能推高通胀预期，值得关注。
ChainCatcher 消息， QCP 发布简报表示，市场焦点已从降息本身转向美联储独立性问题。分析显示，市场正在长期端定价更高的期限溢价，同时降低美元下行周期的门槛。在此背景下，即使实施宽松政策，收益率曲线趋于陡峭，美元走软，而黄金和比特币则因投资者寻求对冲通胀和治理风险而获得支撑。
杰克逊霍尔会议后，降息仍被视为可能，尽管通胀难以迅速回落至 2% 目标。市场预计今年可能有两次降息，但新关税可能推高通胀预期，值得关注。
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