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中金:美联储暂停降息才能继续降息

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2025-01-31 02:02:02
美联储1月FOMC会议决定按兵不动,维持基准利率在4.25%-4.5%不变,与市场预期一致。后续还能否降息?中金公司研报认为,没有必要就此认为美联储后续无法降息。从利率的反身性效果看,当前越不预期降息反而有助于降息,就像去年9月越担心衰退反而越不会衰退一样,因此当前认为无法降息与9月认为美联储需要连续大幅降息所出的问题是一样的。(金十)
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