华泰证券:维持联储 9 月- 12 月两次预防式降息的判断

BitPush
Jul 04, 2025

比推消息,华泰证券表示,6 月新增非农数据再超预期,美联储 7 月降息概率进一步下降,但考虑到关税、移民放缓对三季度新增就业的拖累,我们维持联储 9 月- 12 月两次预防式降息的判断。

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