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不接最后一棒
《加息概率飙升,大饼为何涨不动》
刚看了CME美联储观察:10月按兵不动概率77.3%,加息25个基点概率22.7%。一个月前,这个加息概率还是零。12月更鹰派:加息25个基点概率68.7%,50个基点19.1%,不加息仅12.2%。市场几乎认定年底前必加息。
我认为这才是BTC涨不上去的根本原因。美联储从降息预期切换到加息预期,高Beta资产自然承压。CPI若超预期,加息概率还会继续上调。今晚数据见分晓。
$BTC $SOL $ZEC
#CPI与PPI公布在即,加息预期迎考验 #台积电Q3营收创新高,盈利表现待揭晓 #半导体板块集中抛售,韩国KOSPI跌超6%
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