The primary driver of trader sentiment remains the Federal Open Market Committee’s recent pattern of limited policy disagreement, with the October 28 decision to hold the federal funds target range at 3.75-4.00% drawing just two dissents despite elevated inflation and a strong growth assessment. Hawkish voices such as Beth Hammack and Lisa Cook pushed for a 25-basis-point hike, yet other previously dissenting regional presidents aligned with the majority, narrowing internal divisions ahead of the December 8-9 meeting where markets assign an 82.6% probability of a quarter-point increase. Updated Summary of Economic Projections and incoming CPI and employment data through November will test whether the committee can achieve broader consensus around the expected tightening path, consistent with the September dot plot showing most participants favoring at least one additional 2026 hike.
联邦公开市场委员会(FOMC)12月会议定于 2026年12月8日 – 9日 举行。政策决定将于 12月9日 东部时间 14:00 公布,随后美联储主席将在约 14:30 ET 举行新闻发布会。 本市场将根据联邦公开市场委员会12月货币政策会议记录的异议票数进行结算,具体而言,是对联邦基金利率决定持异议的票数。 本市场的结算依据是FOMC在其定于 2026年12月8日 – 9日 举行的会议后发布的声明,日期以官方日历为准:https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm。 FOMC发布其12月会议声明及相关数据后,本市场即可结算;但也将采用可信媒体报道形成的共识。
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