Tonight’s key takeaways:
1️⃣ Expectations of a 25-basis-point rate hike heat up
Markets now expect a September hike with more than a 90% likelihood. The focus is whether rates can be raised to 3.75%–4.00%.
2️⃣ Dot-plot: Will there be a single hike, or will a new cycle begin?
What the market is truly concerned about isn’t just whether there will be a hike in September, but how the dot plot changes—so as to judge the subsequent rate path.
#MSTR交易量超越摩根士丹利 #美联储加息是否已成定局
1️⃣ Expectations of a 25-basis-point rate hike heat up
Markets now expect a September hike with more than a 90% likelihood. The focus is whether rates can be raised to 3.75%–4.00%.
2️⃣ Dot-plot: Will there be a single hike, or will a new cycle begin?
What the market is truly concerned about isn’t just whether there will be a hike in September, but how the dot plot changes—so as to judge the subsequent rate path.
#MSTR交易量超越摩根士丹利 #美联储加息是否已成定局
