News list for "反应表明"

道明证券:美联储将更迟到达中性利率水平

道明证券表示,在特朗普胜选后,最新的市场反应表明,市场预期将出现减税和关税的组合,推高美联储的中性利率。 我们正在更改对美联储的预测,因为通胀上升会导致 2025 年的降息步伐放缓。我们现在预计美联储将在 11 月、12 月和 1 月各降息 25 个基点,然后在 3 月暂停降息。美联储将在 2025 年继续以「降息—暂停—降息」的步伐,到 2025 年...

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2024-11-07 07:17:37
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