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摩根大通:美联储9月降息幅度取决于下次非农数据

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2024-08-15 00:59:23
摩根大通(JPM.N)研报称,昨天的美国CPI数据为美联储在即将到来的9月会议上开始降息开了绿灯。现在唯一的问题是,它是会以降息50个基点开始,还是更温和地降息25个基点。这其中的决定性因素将取决于8月份就业报告有多大的反弹。16-20万的就业人数增长可能会消除7月就业报告引发的大部分担忧,而10万以下的就业增长可能会使风险平衡偏向增长,并带来更大幅度的降息。
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