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議息會議來襲!進退兩難的美聯儲如何抉擇?

美聯儲3月嘅利率會議結果喺北京時間3月23號凌晨2點公佈。美聯儲官員們將面臨艱難嘅決定:是再次加息以對抗頑固嘅高通脹,還是在銀行業危機中暫停加息。芝商所嘅「美聯儲觀察」工具顯示,目前市場預計不加息嘅概率為26.9%,加息25個基點嘅概率則接近四分之三。這次的會議重磅來襲,進退兩難 Show More
美聯儲3月嘅利率會議結果喺北京時間3月23號凌晨2點公佈。美聯儲官員們將面臨艱難嘅決定:是再次加息以對抗頑固嘅高通脹,還是在銀行業危機中暫停加息。芝商所嘅「美聯儲觀察」工具顯示,目前市場預計不加息嘅概率為26.9%,加息25個基點嘅概率則接近四分之三。這次的會議重磅來襲,進退兩難的美聯儲將如何抉擇?這將如何影響市場?
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    $E-mini NASDAQ 100 Futures (JUN6) (NQmain.US)$
    The market can still rise on the eve of the interest rate meeting, indicating that the capital market has strong confidence in the Federal Reserve's dovish stance. Here are the possible signals:
    1. No rate hike: This would signal that the banking sector is already in a precarious situation, and the market would likely panic and flee, leading to further bank runs.
    2. A 25 basis point hike: This would signal that the banking issues are under control and there is still room to address inflation, in line with expectations, and the market will not fluctuate significantly.
    3. A 50 basis point hike: This would signal that the banking problems have been resolved, but inflation has become more severe than the banking crisis, triggering expectations of a significant rise in yields later, causing substantial market fluctuations.
    Given the current Federal Reserve’s weak stance, a 25 basis point hike is the only possibility; there are no other options.
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