美联储鸽派将降息几率升至75%,美元走软;日元再次暴跌。由于市场加大了对美联储12月降息的押注,延长了上周晚些时候开始的重新定价,美元今天的交易表现不佳。这一转变是由纽约联储主席约翰·威廉姆斯引发的,他上周五表示,他看到了进一步“短期调整”的空间,扭转了联邦公开市场委员会会议纪要后的鹰派基调,这让市场感到惊讶。
Dollar Soft as Fed Doves Lift Cut Odds to 75%; Yen Slumps Again.Dollar is trading on the back foot today as markets add to bets on a December Fed rate cut, extending the repricing that began late last week. The shift was triggered by New York Fed President John Williams, who surprised markets last Friday by saying he sees room for a further “near-term adjustment,” reversing the hawkish tone embedded after the FOMC minutes.