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美联储:利率不变,但信号严鹰派
美联储将利率维持在3.75% — 决定符合市场预期。
• 美联储一名成员投票支持降息25基点
• 监管机构继续QE (购买债券)
• 经济保持稳健,但通胀仍高于目标
• 不确定性仍然很高 (包括地缘政治因素)
• GDP:向上修正 (增长保持)
• PCE通胀:2026年约2.7%,仅到2028年才回归2%
• 利率:市场现在预期降息次数更少
→ 2026年可能仅降息1次,-25基点
美联储明确表示:
宽松政策将缓慢且有限。
对市场来说这是中性偏负信号:
流动性不急于回归 → 对风险资产的压力可能持续。
#FOMC #usacryptotrends $BTC $ETH