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大熊利好(归来版)
$BTC $ETH 今晚美联储议息,加不加息?
先说结论:今晚大概率不加息,但绝对是鹰派暂停,12 月再补一刀的概率超过七成
基准情景(维持不变 + 鹰派讲话):大概率利空出尽,市场提前 price in 了,波动不会太大,大饼大概率继续当前震荡节奏
超预期加息:小概率黑天鹅,风险资产集体承压,大饼大概率下探
意外放鸽:几乎不可能,通胀摆在这里,放鸽等于前功尽弃
今晚仓位别太重,等靴子落地再动。重点听沃什怎么说 12 月路径,以及对通胀、就业的最新判断。如果明确释放 12 月必加信号,短期还是偏空;如果含糊其辞留余地,那就是利好
#10月FOMC利率决议即将公布

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