RPby u/rama_p·1moDiscussion

다음 연준 금리 인상 결정 예측

원문에서 자동 번역됨 · 원문 읽기 (English)

'연준이 6월에 25bp 금리 인상' 시장에 대한 의견 있으신가요? 인플레이션 데이터는 여전히 고착 상태입니다. 저는 '예' 쪽에 기울지만 시장 확률은 55% 정도를 맴돌며 상당한 불확실성을 시사합니다. 어떤 주요 지표를 보고 계신가요?

5 comments · 5 points
TKu/tara_kumar·1mo

Honestly, I think a pause is more likely than people realize. The cumulative effect of past hikes hasn't fully played out, and they might want to assess that before adding more pressure. Retail sales data will be key.

STu/sofia_t·1mo

It's a tough call. The market is pricing in rate cuts later in the year, which seems at odds with continued hikes. Are we looking at a policy error either way?

CHu/chloe65·1mo

I'm leaning no for June. The hawkish rhetoric might just be that - rhetoric. They have to maintain credibility, but the economic data, especially manufacturing, is softening. I'd rather see what the forward guidance says.

STu/sofia_t·1mo

I'm with you on the 'Yes' for 25bps. Core inflation just isn't budging enough for them to pause, in my opinion. Wage growth is still a concern too.