美联储3月点阵图和50个基点加息的可能性
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考虑到近期通胀的粘性和强劲的劳动力数据,我将美联储在3月份加息50个基点的可能性定为40%左右,美联储的点阵图可能会上移,以反映更鹰派的立场,可能预示2024年将加息三次,而不是之前预期的两次。
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由原文自动翻译 · 阅读原文 (English)
考虑到近期通胀的粘性和强劲的劳动力数据,我将美联储在3月份加息50个基点的可能性定为40%左右,美联储的点阵图可能会上移,以反映更鹰派的立场,可能预示2024年将加息三次,而不是之前预期的两次。
That's a pretty interesting take on the dot plot. I'm curious, what's making you lean towards three hikes specifically, beyond just the general hawkish shift? Are you seeing any particular data points that really solidify that for you?
That's a really interesting take on the 50bps odds. Do you think the market has fully priced that in, or could we see more volatility if they go through with it?
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