下月美联储是否加息重回五五开 市场耐心面临考验

格隆汇
Aug 28
三菱日联分析师乔治·冈萨尔维斯表示:“让我们看看市场最终会如何反应,但现在每次听到美联储主席沃什讲话,市场的反应可能都会越来越平淡,除非他开始推动FOMC真正进入一个连续加息周期,而不只是加息一次。如果讲话继续强硬,但接下来的几次会议都不加息,那么这就只是老调重弹,短端市场的反应会越来越弱,最终还可能面临第四季度失去长端市场的风险。”

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