高盛经济学家表示,“在我们新的经济基线情境下,降息的理由从‘提供保险’转向‘正常化’,原因是经济增长保持相对稳健,失业率上升幅度略有减缓,政策支持的紧迫性下降。”
高盛Jan Hatzius等经济学家周一在报告中表示,“我们预计美联储将晚于我们之前的预期(12月,而非我们之前预期的7月)开始降息三次,并且将隔次会议降息,而不是连续降息”
高盛经济学家周一表示,“我们将2025年经济增长预测(Q4/Q4)上调0.5个百分点至1%,并将12个月内经济陷入衰退的可能性下调至35%”
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