大摩之后第二家!“撤回12月降息预测”,摩根大通:12月跳过,1月重启降息

华尔街见闻
Nov 21, 2025

摩根大通成为第二家撤回美联储12月降息预测的华尔街主要投行,认为9月非农就业增11.9万人创新高,但失业率升至4.44%,数据呈矛盾信号,预计美联储12月将维持利率不变,推迟至2026年1月和5月重启降息。该行首席经济学家认为,混合报告将引发FOMC激烈辩论,12月决策结果极为接近,无论暂停或继续降息都可能出现委员投反对票。继摩根士丹利之后,摩根大通成为第二家撤回美联储12月降息预测的华尔街主要...

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