通胀仍在高位，美联储本月降息预期或落空

2026-01-13 14:18:19

【比推】摩根士丹利财富管理部门的首席经济策略官日前谈及美国通胀形势，观点有些扎心——通胀虽然没有重新加速，但目前水平仍然偏高，还是在美联储目标之上。关税政策带来的成本向下游传导并不充分，这点值得关注。另外住房承受力的局面也没有好转。

从最新通胀数据来看，似乎还不足以让美联储在本月下旬果断降息。换句话说，近期降息的概率可能被市场高估了。这对加密市场的流动性预期也会有连锁反应。

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just_another_fish

· 01-13 14:48

Damn, do I have to wait for interest rate cuts again? I guess I have to hold my bags a little longer.

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nft_widow

· 01-13 14:47

The rate cut is again and again postponed. If this continues, when will liquidity loosen? The crypto market will be forced to survive painfully.

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Degen4Breakfast

· 01-13 14:47

Damn, another rate cut is coming, my short position is going to get hit.

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RetroHodler91

· 01-13 14:42

Another rate cut falls flat? Is the Fed trying to kill retail investors?

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ContractTester

· 01-13 14:30

Here it comes again, every time saying this month will cut interest rates, and what’s the result? The market’s overestimation this time is truly incredible. --- Inflation is so sticky, how dare the Federal Reserve move? We still have to endure here. --- Wait, haven’t the tariff costs been fully passed on? There are still pitfalls waiting ahead. --- If liquidity expectations fall through, crypto will be hammered again this week. --- Morgan Stanley’s comments are always heartbreaking; a rate cut is still far off, so annoying. --- Housing affordability is still deteriorating? Turns out nothing has improved. --- The market’s overestimation isn’t just about rate cuts; the entire narrative is absurd.

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ZenMiner

· 01-13 14:28

The rate cuts are over, liquidity is cooling down, and we need to recalculate this round of market trends.

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