法国外贸银行亚太区高级经济学家吴卓殷认为,美联储面对两难局面,因为物价可能未必容易回落,但如果失业率上升,美联储或要降息,以平衡两大政策目标。他预料,通胀走势不明确,即使未来数个月通胀缓和,长期通胀亦难以下降,通胀或难以重返以往较低水平。
他相信,美联储会等到关税影响反映后、所有经济数据较明确,才会降息。他预期,最快9月重新降息,全年至少降息两次,会否减更多次,取决于经济数据是否急速转差。他提到,考虑到息差因素,若美联储政策立场及市场预期都没有大改变的话,预料美元指数短期企稳100水平。但随着美联储第3季开始降息,甚至经济数据转差,美元指数或会转弱。
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