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涨停工作室(牛来)
#FOMC决议今晚揭晓,我更在意暂停之后怎么说
北京时间10月29日凌晨2点,美联储将公布利率决议。最新美国消费者信心回升至91.7,让我更想听政策制定者如何判断经济韧性。对这次会议,我会把利率结果和未来路径分开看:先听2点半记者会对后续加息的表态,再观察两年期美债收益率和美元。如果利率没变,但市场把未来加息预期往上调,BTC和科技股照样可能承压。第一波价格反应,我会留到记者会结束后再判断。
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