市场充分预期本周将加息 25 个基点,美联储可能屈服于市场压力并调整较慢的加息步伐。话虽如此,风险在于美联储可能会暗示在利率达到 5% 以上之前会有更多加息,而不是美联储观察定价暂停在 4.75%。 毫无疑问,通胀正在放缓,而且放缓的步伐相当可观,但与 2% 的目标仍有很大差距。

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