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1月30日的懸崖將是下一個重擊點。
聯邦儲備局在降息以拯救就業市場或維持高利率以抑制通貨膨脹之間左右為難。
今天,市場的認知是他們可能沒有選擇。
國會正加快步伐,避免在1月30日出現部分政府關門,就在此時,FOMC也將召開會議決定下一步的利率走向。
如果政府關門,聯準會保持鷹派立場,則“宏觀經濟下行”可能會變得更加嚴重。
這是“步驟#5”的劇本,波動性即將來襲。