中金:大选冲刺期前是美联储降息的关键窗口期
2024-07-17 00:25:06
中金公司指出,美国6月CPI进一步走弱,叠加鲍威尔的“鸽派”发言,打开了美联储降息的“大门”,市场对9月份的降息预期也升至90%,使得降息成为“大概率事件”。预计三季度美国通胀仍会继续回落,因此如果期间不出意外的话,大选冲刺期前也是降息的关键窗口期。经过大半年的酝酿与“钟摆式”的反复,降息似乎终于要成为现实。
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