【策略师:9月之前美联储难有大动作】金十数据5月8日讯,投资者正在努力应对特朗普关税对经济影响的不确定性,而现在又要面临的可能性是,混乱的贸易背景意味着货币政策的路径仍然悬而未决。ClearBridge高级投资策略分析师Josh Jamner表示,投资者最不喜欢的就是不确定性,而美联储却无法为他们提供确定性。富兰克林坦伯顿投资组合管理主管Robert Christian表示,鲍威尔和其他投资者一样,只是在等着看事情如何发展。Columbia Threadneedle Investments高级利率策略师Ed Al-Hussainy表示,美联储至少要到9月才会采取行动。要让美联储在9月之前就开始采取行动,需要出现一些急剧恶化的情况,到9月,我们至少会对方向有更清晰的了解。
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