😎摩根士丹利美国固定收益研究主管Vishwanath Tirupattur强调,“鉴于我们和市场对美联储政策走向的预期,在很大程度上是基于单一的观察结果——上一缩减周期时的经历,任何真正或能够被感知到的政策转变都可能加剧市场的不确定性。在这一背景下,就业和通胀(包括实际和预期)数据对市场的影响力将被进一步放大,任何更强劲的经济数据都可能会加剧美联储的鹰派转变:请大家系好安全带。”
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