大摩3月15日的美国经济&利率策略专题,对20日将要进行的FOMC会议进行了预判,认为美联储目前还是偏鹰派,会将Fed Funds Rate提升大约25bp,且2s30s曲线将平坦化,英文15页:
We expect the Fed to hike its target range by 25bp at its March meeting with a hawkish bias in its projections. While too early to call for 4 hikes this year, the FOMC moves decisively in that direction. Our strategists suggest maintaining UST 2s30s curve flatteners.