Kalshi - 美联储加息概率问题
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一直在关注Kalshi市场上关于美联储下次加息的预测。FED.MAR24.HIKE合约显示加息的可能性约为70%,考虑到最近的CPI数据,这个比例似乎有点高。我在想市场是否高估了鹰派情绪,或者我是否错过了什么导致这种趋势的前瞻性指引。如果在3月会议前我们再次看到通胀数据疲软,那70%的概率可能会大幅下降。
由原文自动翻译 · 阅读原文 (English)
一直在关注Kalshi市场上关于美联储下次加息的预测。FED.MAR24.HIKE合约显示加息的可能性约为70%,考虑到最近的CPI数据,这个比例似乎有点高。我在想市场是否高估了鹰派情绪,或者我是否错过了什么导致这种趋势的前瞻性指引。如果在3月会议前我们再次看到通胀数据疲软,那70%的概率可能会大幅下降。
That's an interesting point about the CPI print. I've been looking at that contract too and wondering the same. Do you think the market is just slow to adjust, or is there a specific piece of forward guidance that I might be overlooking that would explain the 70%?
It's interesting how quickly the sentiment can shift. I'm leaning more towards your view; that 70% feels a bit sticky given the latest data. Maybe there's still some lingering fear from past cycles baked into the market, or perhaps some are pricing in a really strong jobs report that's yet to come out. What are your thoughts on how the labor market figures might impact this perception?
I'm with you, that 70% feels a bit steep, especially after the latest CPI. Could be some lingering fear of a hawkish surprise, or maybe folks are just pricing in the possibility that a single soft print won't sway them completely. It'll be interesting to see how it moves with the next data points.
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