亚行：亚洲国家燃料价格和通胀的溢出效应已显现。

Prediction markets show divergent views on Jerome Powell’s timeline to step down as Fed governor. On Kalshi, bettors assign a 30% chance he leaves by June, rising to 66% by August and 81% by year-end. In contrast, Polymarket traders see an 87% probability of a mid-May departure. Powell said he would remain until a Justice Department probe concluded, which has since been dropped. He is expected to address his plans after the Fed meeting, as Donald Trump’s nominee Kevin Warsh advances in the Senate.

市场定价显示，美联储在2027年4月之前加息的可能性高达25%，高于美联储做出决定前的20%。