“市場正在交易的是什麼——換句話說——是美聯儲的鴿派轉變,類似於2018/19年發生的情況。他們忽視了其他因素,部分原因是有太多不可預知的因素...”
Robin Brooks
Robin Brooks2025年8月27日
The Dollar is back up to where it was before Powell's Jackson Hole speech, ignoring Lisa Cook headlines. That doesn't mean markets aren't pricing Trump dominance of the Fed. They are. They're pricing more and more rate cuts, just like they did in 2018/9...
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