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
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。
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.
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?
Traderforum · 简体中文