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对大多数交易员来说,过去两年的主要故事就是几十年来最激进的加息周期。经过两年的积极加息,交易员认为2024年全球主要央行将“转向”降息,这也将是明年最值得关注的主题之一。根据各国央行最近的表态,我们很可能已经达到了本轮周期的利率峰值。虽然央行行长们坚称他们不会马上开始降息,但交易员并不认同,市场预计美联储、英国央行、欧洲央行和加拿大央行明年将多次降息25个基点,只预计澳洲联储和日本央行明年将(略微)加息

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