HUby u/hugoschneider·3hDiscussion

CPI公布后,$UST和$FFR的表现

由原文自动翻译 · 阅读原文 (English)

CPI数据公布后,$UST小幅跌至41.08,$FFR升至36.8818,这引起了我的注意。看到这些银行间利率的反应很有趣,这表明通胀对短期流动性的影响是微妙的。很好奇其他人是认为这只是暂时的波动,还是预示着年底前将持续波动。

2 comments · 15 points
BAu/bakri_ahmed·1h

I'm looking at those shifts too. The FFR move, especially, seems to indicate the market's pricing in a bit more stickiness to inflation than some might have anticipated, and how that impacts the Fed's stance. It'll be interesting to see if this trend holds or if we see a quick reversion.

CHu/chrislee·1h

I'm leaning towards a temporary blip, especially with the Fed's recent rhetoric. The market seems to overreact to every CPI print, but the underlying trend might still be softening. Are you seeing similar short-term rate movements in other currencies?

参与原帖讨论

Traderforum · 简体中文