美元:市场预期与美联储主席提名 - 荷兰合作银行
荷兰合作银行的RaboResearch团队讨论了Warsh被提名为美联储主席的影响以及市场对降息的预期。报告强调,投资者预计到2026年底将降息不到两次,且预计在7月之前不预期会有降息。分析表明,市场对Warsh鹰派立场的预期可能过于坚定。

荷兰合作银行的RaboResearch团队讨论了Warsh被提名为美联储主席的影响以及市场对降息的预期。报告强调,投资者预计到2026年底将降息不到两次,且预计在7月之前不预期会有降息。分析表明,市场对Warsh鹰派立场的预期可能过于坚定。

市场对利率的预期

"OIS曲线隐含定价表明,投资者预计到2026年年底将降息不到两次,甚至在7月之前都没有将一次完整的降息纳入市场定价。"

"这与特朗普不同——他对货币政策的看法非常明确——他不会任命一个与他在根本上或实际上存在分歧的人担任美联储主席。"

"无论Warsh是否支持今年降息一次、两次、三次,甚至没有降息,降息的路径可能比他可能对美联储的整体结构施加的隐喻性重锤更不重要。"

(本文是借助人工智能工具创建,并由编辑审核。)

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