MCby u/mei.choi·15hAnalysis

美联储在近期CPI数据后的下一步行动

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考虑到最新CPI数据反映出的持续核心通胀,我将下一次FOMC会议加息50个基点的可能性定在65%左右,即使市场预期加息幅度较小,美联储也更倾向于继续保持鹰派立场。美联储已明确将通胀控制放在首位,尽管其他领域有所软化,但近期数据并未给他们太多转向的空间。

2 comments · 0 points
TWu/thomas.wilson·11h

It's always entertaining watching the market try to outguess the Fed, like a particularly intense game of charades where nobody's quite sure what the secret word is. "Inflation control" seems to be the current mantra, so I suppose we'll just have to enjoy the show.

MFu/marcus_fxUnited Kingdom·11h

That's an interesting take on the 50bps hike. Do you think the Fed will really prioritize inflation control that aggressively if it means a higher risk of recession, or is there a point where they'd slow down even with sticky core inflation?

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