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本来市场已经几乎达成本周美联储会议降息25点的共识,但Nick Timiraos的发文非但没有增加确定性甚至还大幅增加不确定性。 目前市场定价降息50点概率约60%,降息25点约40%,甚至降息50点押注更高。这是近几年最充满悬念的一次会议,以目前的定价,最终无论是降息25点还是50点都很可能引起市场大幅波动。 我猜会是降息25点,鲍威尔鸽派发言。

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