智通财经APP获悉，景顺亚太区(日本除外)全球市场策略师赵耀庭称，美联储在最近的联邦公开市场委员会会议上宣布其政策利率维持不变，符合市场预期。展望未来，美联储将密切关注关税对失业率和消费者价格的影响。美国政府新经济政策的不确定性可能令包括美联储在内的许多市场参与者将保持谨慎，直至市场局势变得更明朗。这表明虽然预计美联储今年会降息，但可能要到硬数据在今年年底转弱时才会发生。
赵耀庭指，虽然最近的美联储调查数据和其他“软”数据显示美国经济正处于衰退边缘，但这尚未在硬数据中显现出来。鉴于“软”数据的不可靠性，美联储更倾向依赖硬数据不无道理，因此在劳动力市场变得显著疲弱或市场明显回到抗通胀路径前，美联储或不太可能开始降息。
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