FINANCIAL_EXPRESS Telegram 2138018
一些债券交易员一直在增加期权和期货押注,预计美联储暗示的明年降息幅度超过市场预期。在美联储发布政策决定前夕,美国国债周三温和上涨。鉴于美联储降息 25 个基点基本上被视作板上钉钉,市场关注点在于美联储最新的季度预测。9 月发布的点阵图显示官员预计今明两年分别各降息 100 个基点。然而,考虑到通胀数据展现出粘性,整体市场押注美联储将下调对明年降息的预测,掉期利率对应美联储明年只会降息 50 个基点。



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一些债券交易员一直在增加期权和期货押注,预计美联储暗示的明年降息幅度超过市场预期。在美联储发布政策决定前夕,美国国债周三温和上涨。鉴于美联储降息 25 个基点基本上被视作板上钉钉,市场关注点在于美联储最新的季度预测。9 月发布的点阵图显示官员预计今明两年分别各降息 100 个基点。然而,考虑到通胀数据展现出粘性,整体市场押注美联储将下调对明年降息的预测,掉期利率对应美联储明年只会降息 50 个基点。

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