美联储会议纪要“鹰声嘹亮”,彻底浇灭再度降息50个基点的希望,而债券市场更加悲观,已经在为11月不降息定价了。 分析认为,只要劳动力市场保持稳定,美联储不太可能再次大幅降息。在就业强劲的情况下,唯一能让美联储继续降息的因素就是温和的CPI。一旦通胀抬头,市场担心美联储11月或暂停降息。 9月大幅降息分歧比之前预想的要大 9月美联储以50个基点降息开启了宽松周期,这一举动打破了美联储向来在利率调控上...
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