美联储会议前瞻；① 加拿大帝国商业银行（CIBC）表示，我们相信最有可能的结果将是保守的，这意味着不会提供关于量化宽松政策的最新信息。同时，我们预期会提升对于核心PCE物价指数中心趋势预测。这应该能够帮助通货膨胀保值债券（TIPS）在曲线长端达到平衡，也是名义曲线变陡的主要催化剂。现在TIPS的动态是实际收益率和平衡点间的关联性被打破。10年期美国国债实际收益率交易于历史低位，而收支平衡点则回升至疫情前的水平上方；② 如果我们的基本假设场景确定，实际收益率将会上升，这会产生三个后果：1.加强美元；2.弱化贵金属；3.名义曲线变陡
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