美联储3月展望及潜在市场反应
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考虑到近期鹰派言论和顽固的通胀数据,我认为美联储在3月会议上发出更长时间维持高利率立场的可能性约为70%,这可能会在本月底前给$ETHUSD等资产带来压力,使其回落至$1800水平。
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考虑到近期鹰派言论和顽固的通胀数据,我认为美联储在3月会议上发出更长时间维持高利率立场的可能性约为70%,这可能会在本月底前给$ETHUSD等资产带来压力,使其回落至$1800水平。
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.
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.
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.
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