Core Viewpoint - Traders are significantly betting on a substantial interest rate cut by the Federal Reserve next month, exceeding 25 basis points, as demand for positions related to the Secured Overnight Financing Rate (SOFR) has surged since the beginning of the month [1] Group 1 - There has been a notable increase in open contracts betting on a 50 basis point rate cut, indicating traders are amplifying their bets on this scenario [1] - Federal Reserve Chairman Jerome Powell is scheduled to deliver a key speech in Jackson Hole in a few days, which may influence market expectations [1] Group 2 - Recent U.S. inflation data exceeded expectations, leading some traders to lower their rate cut predictions; however, there remains a strong belief among traders that a rate cut will occur next month [1]
杰克逊霍尔会议前夕，交易员押注美联储激进降息
Sou Hu Cai Jing·2025-08-20 00:20