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qinbafrank @qinbafrank · 04 Sep 2026

美联储FOMC12位票为立场到底如何?昨晚沃勒的讲话之所以重要,是因为他原本属于较早提出近期可能需要加息的委员,如今公开给出“若8月通胀继续改善则支持维持”的倾向,使市场对9月加息的定价一度下降到约48.4%,维持概率约51.6%,正式回到接近五五开的状态、相当于沃勒的表态打破了平衡。 https://t.co/gooqZzssv9
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