TS Lombard 认为市场低估美联储 50 个基点加息风险
Market underprices a 50BP Fed hike TS Lombard says the market is underpricing a 50BP Fed hike at a 12% chance. Its read of October CPI and employment ...
AI 导读
TS Lombard 认为市场低估美联储 12 月加息 50 个基点的风险，仅定价 12% 概率。其依据是贷款增速超过最终销售、CPI 扩散指数达 50%，显示通胀正在扩大；并援引亚特兰大联储工资追踪数据中跳槽者与留任者工资差距扩大，将其归因于 2024 年以来 AI 相关裁员带来的结构性工资压力。
来源：@joemccann · x.com