市场已完全消化美联储本次会议维持利率在3.50-3.75%不变的预期,焦点转向这将是一次"鸽派暂停"还是"鹰派暂停"。对投资者而言,关键在于鲍威尔是否会保留降息前瞻指引,以及如何评估当前政策立场与中性利率的距离。随着失业率降至4.4%且经济活动保持稳健,市场已将年内首次降息预期推迟至7月,全年降息幅度定价仅为45个基点。委员会内部分歧依然严重,理事Miran料将再次投出反对票。暂停降息板上钉钉,...
Source Link市场已完全消化美联储本次会议维持利率在3.50-3.75%不变的预期,焦点转向这将是一次"鸽派暂停"还是"鹰派暂停"。对投资者而言,关键在于鲍威尔是否会保留降息前瞻指引,以及如何评估当前政策立场与中性利率的距离。随着失业率降至4.4%且经济活动保持稳健,市场已将年内首次降息预期推迟至7月,全年降息幅度定价仅为45个基点。委员会内部分歧依然严重,理事Miran料将再次投出反对票。暂停降息板上钉钉,...
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