市场对美联储降息路径的分歧达到历史罕见水平,目前,不降息、降息两到三次,甚至在经济衰退中降息五次以上的可能性大致相当。眼下,市场对美联储降息路径的分歧达到历史罕见水平,要么不降息,例如大摩,要么降息四次,例如瑞银。4月4日,瑞银全球财富管理公司首席投资官Mark Haefele向客户发出评估报告,认为美联储现在必须在今年进行多达四次的降息。与Haefele一样,市场共识现在认为美联储今年将最多降息...
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