另外,今晚将迎来美联储利率决议,从市场预期来看,100%是不会降息的,中东局势升级强化了美联储按兵不动的共识。但我们要重点关注政策声明措辞、点阵图预测和主席鲍威尔新闻发布会,这些将决定本轮宽松周期是否就此终结,如果是一个鹰派的表达将直接冲击利率预期与各类资产定价。
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