加息不是悬念,紧缩周期是否开启才是

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作者:律动BlockBeats 原标题:美联储加息倒计时:一次校准,还是新一轮紧缩? TL;DR · 市场普遍预计,美联储本周将加息 25 个基点至 3.75%-4.00%,这将是 2023 年以来首次加息。 · 真正的悬念不在本次加息,而在于这究竟只是一次政策校准,还是新一轮加息周期的起点。 · 债市已提前押注更强硬的政策路径,因此本次 FOMC 更值得关注的是点阵图、沃什的表态,以及后续利率...

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