美国期货和期权市场的交易员正加码押注,美联储不仅将在今年继续降息,而且降息周期可能延续至明年,而不是如之前预期那样在2027年重新加息。 与担保隔夜融资利率(SOFR)挂钩的期货利差(该利率紧密反映市场对美联储政策路径的预期)正出现明显倒挂。这表明交易员开始为一个更长时间的宽松周期定价。 直到不久前,市场仍押注美联储将在今年年底前进行两次25个基点的降息后,于2027年恢复加息。然而,围绕人工智能...
Source Link美国期货和期权市场的交易员正加码押注,美联储不仅将在今年继续降息,而且降息周期可能延续至明年,而不是如之前预期那样在2027年重新加息。 与担保隔夜融资利率(SOFR)挂钩的期货利差(该利率紧密反映市场对美联储政策路径的预期)正出现明显倒挂。这表明交易员开始为一个更长时间的宽松周期定价。 直到不久前,市场仍押注美联储将在今年年底前进行两次25个基点的降息后,于2027年恢复加息。然而,围绕人工智能...
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