외환/환율
➡️ 중립
Fed now 'firmly expect' 25bp hike, next move is 'deliberately unclear'
요약
We have changed our call for this week’s FOMC meeting, and now firmly expect the Fed to deliver a 25 basis point hike, even if only to preserve its waning credibility. Investors are in agreement, and futures are now only assigning around a one-in-ten chance of a hold.