【软硬数据“打架”,美联储没有义务提供“高糖刺激”】金十数据5月7日讯,Carmignac投资委员会成员Kevin Thozet在一份报告中说,美联储面临一个难题。虽然信心调查等“软”数据今年大幅走弱,但GDP、就业和通胀等“硬”数据显示出了韧性。鉴于形势不稳定,美联储为什么会觉得有义务以降低政策利率的形式提供“高糖刺激(Sugar Rush) ”,尤其是在关税谈判明确度如此有限的情况下。美联储本周可能会将利率维持在4.25%—4.50%的目标区间。市场预计美联储今年将三次降息,最早将于7月开始,这似乎过于乐观。
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