Group 1 - The market is increasingly betting on a rate cut by the Federal Reserve in December, with the probability of a 25 basis point cut now at approximately 80%, up from 30% just days prior [1] - The recent employment data released for September showed mixed results, leading to a shift in interest rate expectations [3] - New York Fed President John Williams indicated that there is still room for further rate cuts due to a softening labor market, which intensified the rate cut expectations [3] Group 2 - There is a significant divide within the Federal Reserve, but the dovish sentiment appears to outweigh the hawkish views, as indicated by various officials supporting a rate cut [4] - The net long positions in the bond market have reached their highest level in nearly 15 years, reflecting the dovish sentiment in the futures market [4] - The yield on the 10-year U.S. Treasury bond fell below 4% for the first time in a month, signaling a response to the dovish outlook [4]
Ultima Markets:降息押注狂飙!交易员涌入联邦基金期货,12 月美联储降息概率飙升至 80%
Sou Hu Cai Jing·2025-11-27 08:23