美联储正面临一个历史性的政策抉择——中东局势推动油价走高,而1979年那场被称为"周六夜屠杀"的紧急货币政策行动,正深刻影响着当前决策者的思维框架。 随着滞胀担忧加剧,市场对美联储今年降息的预期已大幅退潮。以9月议息会议为例,期货市场隐含的降息概率已从一个月前的约90%骤降至50%,这一趋势贯穿今年所有议息会议。 今夜美联储料继续按兵不动,主席鲍威尔在会议后的新闻发布会上的表态,以及联邦公开市场...
Source Link美联储正面临一个历史性的政策抉择——中东局势推动油价走高,而1979年那场被称为"周六夜屠杀"的紧急货币政策行动,正深刻影响着当前决策者的思维框架。 随着滞胀担忧加剧,市场对美联储今年降息的预期已大幅退潮。以9月议息会议为例,期货市场隐含的降息概率已从一个月前的约90%骤降至50%,这一趋势贯穿今年所有议息会议。 今夜美联储料继续按兵不动,主席鲍威尔在会议后的新闻发布会上的表态,以及联邦公开市场...
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