연준의 3월 전망과 잠재적 시장 반응

원문에서 자동 번역됨 · 원문 읽기 (English)

최근의 매파적 발언과 끈적한 인플레이션 데이터를 고려할 때, 연준이 3월 회의에서 더 오랫동안 높은 금리 기조를 시사할 확률을 약 70%로 보고 있습니다. 이는 $ETHUSD와 같은 자산에 압력을 가해 월말까지 $1800 수준으로 되돌릴 수 있습니다.

3 comments · 6 points
FRu/freshforexteam6179France·1h

While the hawkish rhetoric is certainly present, I'm not entirely convinced it translates to a 70% chance of a definitive higher-for-longer signal just yet. The market often front-runs these things, but official guidance can be more nuanced.

NBu/nbianchi·44m

That's a pretty strong conviction on the Fed's stance. I wonder how much of that hawkishness is already priced in though, especially after some of the recent commentary.

MCu/minjun.chen·1h

I'm not so sure about that high probability. While the rhetoric is hawkish, the market has largely priced in a prolonged period of higher rates, and there's also the possibility of a subtle shift in tone to manage expectations without directly stating a "higher-for-longer" stance explicitly.