THE FED. LET'S GET BACK TO THE FED. THE ONLY STORY WE NEED TO FOCUS ON TODAY.SKYLAR IS HERE. THE STORY HAS EVOLVED AND JOBS IS BETTER. THE LABOR MARKET DOESN'T LOOK AS CHALLENGING.IS THERE FOR MORE OF A CASE TODAY THAN YESTERDAY FOR THIS HAWKISH CUT THE MARKET IS LOOKING FOR. ON THE AGREGATE THE DATA HAS BEEN PRETTY GOOD FOR A WHILE NOW. ACTUALLY WE GOT MORE OF A SHIFT EARLIER IN THE WEEK AND WE ARE GETTING HAWKISH PREPOSITIONING THIS WEEK AS WE START TO THINK ABOUT HIKES NEXT YEAR.GUY: HIKES FROM THE FED. ...

市场对美联储政策会议的预期 - 美国国债收益率在早盘交易中小幅走低，表明投资者已在美联储当日晚些时候的政策决定前调整好仓位 [1] - 根据LSEG数据，市场已定价美联储有90%的概率降息25个基点 [1] - 市场关注焦点更多地集中在美联储的经济预测以及主席杰罗姆·鲍威尔的评论上 [1] 市场对美联储沟通策略的解读 - 美联储可能会努力表现出谨慎态度，并传达一些鹰派潜台词，主要原因是希望保持最大的政策灵活性 [2]