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沉浮若海
下周最重要的事件是美联储10月27-28日议息会议。市场普遍预期维持当前利率不变(目标区间3.75%-4%),概率约90%-93%。虽然10月大概率“按兵不动”,但会后声明与鲍威尔讲话仍可能释放对12月加息的信号。若语气偏鹰,风险资产或再承压;若强调数据依赖,则有望缓解市场紧张情绪。
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