非农不能解决甚至加剧了市场对于联储本次到底是降息25还是50点，目前市场的定价既不是降息25点也不是50点，而CPI数据公布的时候联储已经开始议息会议了。
联储是不喜欢在具体加息和降息多少点上留有悬念的。就例如上一年美联储同样进入静默期，但公布的数据强于预期，导致联储由加息25点变成50点，而由于静默期联储官员不能发表公开言论，就通过Nick Timiraos向市场传达要加息50点的信号，用迂回的方式达成对市场的预期管理。
简而言之，Nick Timiraos就是联储的嘴替。在会议前要密切关注Nick Timiraos的新发言，只要他明确说出联储会降息多少就代表联储降息多少。
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