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#美国9月核心PCE升至3.1%,加息预期仍高
美联储利率按兵不动,利率维持在3.75%到4.00%不变,看似符合预期,但美联储发言很引人遐想。
虽然表面上看美联储是暂停了,实际内部吵翻了,投票比例 10比2,要求立刻加息25个基点,声明里不仅把经济定性为强劲扩张,还强调通胀依然偏高。
看市场反应,目前美股微涨,美元回落,但10年期美债收益率反而升至5.02%,全球流动性根本没转向,抗通胀的核心没有得到好转。
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