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亿的亿点点
这次CPI数据落地之后,市场叙事已经彻底变了,不再只是降息延后,而是直接开始定价重新加息。
通胀粘性超出预期,核心CPI持续卡在高位,美联储官员集体释放鹰派信号,12月再度加息25bp的概率快速走高,2年期美债收益率大幅跳升,美元走强,所有久期长、没有利息收益的风险资产,同步迎来估值重估,BTC、ETH首当其冲承压。
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