目前大致可以锁定利率,剩下就是利率维持时间长久了(LONGER),美联储实现 2% 的通胀目标,在就业市场失衡,服务消费强劲的背景下,对 LONGER 的预期,还是要保持一定谨慎,至少我认为 2023 年降息概率不大。

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