金吾财讯 | 罗素投资的分析师Paul Eitelman在一份报告中指出，鉴于关税及地缘政治风险的影响，美联储可能在整个夏季维持利率不变。这位全球首席投资策略师称：“美联储主席鲍威尔可能会持续警惕关税及中东新兴冲突带来的风险。”他表示，美联储认为关税会对经济构成下行风险，但这种疲软尚未在数据中显现，同时通胀也保持稳定。Eitelman称：“我们预计今年年底前会有一次，或许两次降息。”
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