很多人把基本事實都搞錯了。Fed從來沒有暗示過第一季度，甚至上半年會降息。但是會有3次降息

“This view is consistent with the FOMC's economic projections in December, in which the median projection was three 25-basis-point cuts in 2024.”

“I see no reason to move as quickly or cut as rapidly as in the past”

https://www.federalreserve.gov/newsevents/speech/waller20240116a.htm