20230503 the day before 2023 3rd meeting
剛瞧到,供參考!
Fed Should Pause Rate Increases After This Week, Former Vice Chair Says
(wsj, is.gd/cxVpZe)
「…
The challenge is to bring the Fed's rate-rise campaign to a stop without leading markets to immediately anticipate a series of rate cuts that might undermine the central bank’s effort to restrain growth. "The chair will have his work cut out for him because when the chair will say 'pause,' the markets may hear 'done,'" said Mr. Clarida. "And if he says it again, they may hear 'rate cuts.'"
…」
所以,基本上,市場預期…
dovish-hike statement, following by hawkish-pause press conference
或許,當天午後暴衝,隔日跌回
前副主席稱美聯儲應在本週後暫停加息
(wsj, is.gd/cxVpZe)
「……
面臨的挑戰是,要讓美聯儲的加息行動停止,而不會導致市場立即預期可能會破壞央行抑制增長努力的一系列降息。 克拉里達先生說:“主席的工作量很大,因為當主席說‘暫停’時,市場可能會聽到‘完成’。” “如果他再說一遍,他們可能會聽到‘降息’。”
……」
所以,基本上,市場預期…
鴿派加息聲明,隨後是鷹派暫停新聞發布會
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