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AnthrosiChina
美联储凌晨把利率按在3.75%—4.00%,属鹰派暂停:两位理事主张再加25个基点,声明删去鸽派措辞,市场等的是"下次加息何时"而非降息。美元指数跌0.22%,但BTC从8万上方滑到79,862、跌1.22%,ETH跌2.13%,七日跌约4%,双双贴着7天区间下沿。外部因素叠加:9月CPI回升至3.7%、油价破百、核心PCE待公布;谷歌盘后跌超10%拖累科技情绪;ETHA持续流出。风险偏好起不来,根源是政策路径模糊,而非利率没降。
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