分析:鲍威尔有望平息市场,支撑美债收益率
2024-08-22 16:06:14
TwentyFour Asset Management投资组合经理Felipe Villarroel表示,由于美联储主席鲍威尔明天在备受期待的杰克逊霍尔演讲中可能“语气平静”,美国国债收益率可能小幅上升。美国劳动力市场降温引发了对激进降息的押注,鲍威尔可能会反驳这一点。Villarroel表示:“市场预计今年将降息100个基点,考虑到目前的数据,这似乎有点过头了。”他预计9月降息幅度为50个基点,而不是25个基点。“经济和劳动力市场正在减速,但仍处于良好状态。”
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.