自去年下半年降息100个基点后,美联储持续多时将联邦基金利率目标区间维持在4.25%~4.5%。一直以来,美联储主席鲍威尔坚持“等待通胀确凿回落”,但美国总统特朗普已失去耐心。数据显示,4月核心个人消费支出(PCE)指数同比仅涨2.1%,接近美联储目标,而一季度美国国内生产总值(GDP)增速却放缓至1.6%。欧元区、英国以及许多新兴市场经济体央行都在加大宽松力度。特朗普政府全面且不稳定的关税政策也...
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