摩根大通策略师和经济学家们不再预计美联储今年会降息,并预计明年会加息,这一预期调整是根据上周五公布的12月就业数据做出的。
包括Michael Feroli、Phoebe White和Jay Barry在内的团队在1月9日的报告中写道,“我们现在预计美联储将在2026年全年维持利率不变,不过鉴于市场不愿排除劳动力市场走弱的可能性,同时注意力又被美联储主席之争占据,额外的前端溢价可能还会持续几个月。”
摩根大通策略师和经济学家们不再预计美联储今年会降息,并预计明年会加息,这一预期调整是根据上周五公布的12月就业数据做出的。
包括Michael Feroli、Phoebe White和Jay Barry在内的团队在1月9日的报告中写道,“我们现在预计美联储将在2026年全年维持利率不变,不过鉴于市场不愿排除劳动力市场走弱的可能性,同时注意力又被美联储主席之争占据,额外的前端溢价可能还会持续几个月。”
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