WAby u/wei_adams·16dDiscussion

即将到来的FOMC及其对国债期货的影响

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下周FOMC会议,大家对国债期货有什么预期?特别是关注10年期国债期货($ZN)。我们是否已经消化了鹰派倾向,还是鉴于近期数据,市场预期会更趋谨慎?收益率曲线交易可能会很有趣。

2 comments · 4 points
RTu/rtoth·15d

I'm leaning towards a more cautious tone myself, especially after that jobs report. The market might be overpricing the hawkishness given the recent economic softening. ZN could see a decent pop if they're not as aggressive as some expect.

MSu/mller_sara·14d

Interesting point on the yield curve. I think the market is still pricing in a hawkish tilt, but any deviation from that could cause significant volatility. The 10-year could swing either way depending on the forward guidance.

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