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Jiuyang Soy Milk: Hakeemi actually collaborated with $哈基米 to surge by 60%, is this practicing the Jiuyang Divine Skill?
哈基米
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26年的预期利率中位数是3.375%,平均值是3.29%左右,与9月的预测值一致,并不能到达3.125%的水平。 除此之外report中还有两个值得注意的点: 1. 报告中存在一个强烈鸽派的异常值,26年时希望降息至2.125%,但在27年又希望高于2.125%。若不是怕26年经济崩盘,就是有点无脑示忠了(你们知道我在说谁)。。。 2. 针对26年,12月的宏观数据预测,显著好于9月。其中 GDP就上调了0.5%,说明美联储对26年经济充满信心。 总结:在报告中,26年GDP上调的情况下,依然维持9月的来年目标降息(1-2次),说明FOMC认为26年的通胀问题依然可控,不需要通过货币政策调控干预,是个较好的利多信号。 接下来,就看鲍师傅的表演了😂
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