【机构:就目前而言,美国经济衰退已经推迟了】金十数据5月2日讯,Principal资产管理公司t首席全球策略师Seema Shah表示,我们可以将对经济衰退的担忧再推迟一个月。就业数据仍然非常强劲,这表明在关税冲击之前,经济存在令人印象深刻的弹性。这表明,经济疲软可能在几个月内不会真正体现在数据中,这反过来又会将美联储的下一次降息时点推至第三季度。经济将在未来几个月疲软,但凭借现在这种潜在的势头,如果美国能够及时从关税边缘退下来,就有可能避免经济衰退。
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