高盛改变立场的核心逻辑在于对经济前景的重新评估,认为当前情况"不那么令人担忧",主要原因是预期经济疲软将抑制通胀的持续性。并指出与2021-2022年通胀飙升相比,当前情况的威胁性较小,主要原因是劳动力市场紧张程度明显缓解,前瞻性工资指标持续下降,且家庭消费能力不再因财政转移而维持高位。5月28日,据追风交易台消息,高盛在最新研报中称,关税将推动美国核心PCE通胀率在今年晚些时候反弹至3.6%,但...
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