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#10月FOMC临近,美联储暂停加息还有哪些变数?
美联储暂停不等于紧缩结束,高利率仍持续压制加密等风险资产。
对加密市场来说,利率决议只是第一层。若美联储维持利率不变,却强调通胀仍有黏性,市场未必会把它理解成利好。
如果政策措辞没有想象中强硬,风险资产也可能先松一口气。真正影响后续走势的,是美元,美债收益率和资金流能否同步给出信号。
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