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特朗普炮轰鲍威尔后 债券交易员加码对美联储2026年降息的押注
news flash·2025-07-23 16:08

Core Viewpoint - Bond traders are increasing their bets that the Federal Reserve will implement more aggressive interest rate cuts in 2026, driven by speculation that a potential leadership change at the Fed will lead to a more accommodative monetary policy as desired by President Donald Trump [1] Group 1 - Traders are focusing on the yield spread between SOFR futures maturing in December 2025 and December 2026, which reflects market expectations for the Fed's rate cuts during that period [1]