【法国外贸银行:仍预期美联储9月重启降息周期 终端利率料达到3%】金十数据5月8日讯,法国外贸银行表示,此次美联储会议结果完全符合政策制定者的前期指引,因此并未改变我们对美联储的预期:预计降息周期将于9月重启,并可能在连续多次会议上降息,直至终端利率达到3%。我们对今年的基准预测是失业率将温和上升而非飙升,在此相对良性的情景下,美联储将待通胀反复风险消除后才会放宽政策。但需警惕下行风险——若就业市场的潜在脆弱性爆发,美联储或被迫在9月前降息,且幅度可能超出我们基准预测的25个基点。
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