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分析:市场已完全消化年底前三次各降息25个基点的预期

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2025-09-12 04:56:34
交易资讯平台 Kobeissi Letter 指出,市场目前预计年底前利率将总计下调 75 个基点,尽管消费者物价指数 (CPI) 通胀持续上升,但劳动力市场却过于疲软不容忽视。同时,10 年期美债收益率自 4 月 4 日以来首次正式跌破 4.00%,市场目前已完全消化年底前三次各降息 25 个基点的预期。
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