美联储罕现分裂?如果理事中现第三位鸽派,市场将如何解读

英为财情
Jul 29, 2025

美联储本次利率决议或出现罕见分歧,鲍曼与沃勒均倾向尽早降息,若再有更多理事加入鸽派阵营,市场对政策一致性的信心或受冲击。鲍威尔在新闻发布会中的措辞将成为焦点,特别是对劳动力市场稳健性、关税通胀风险的表态。尽管经济数据整体坚挺、债券需求强劲,联储倾向暂不急于表态,保持政策灵活性。美元在此背景下或维持偏强走势,但若释放更多九月降息信号,则可能承压。投票分歧:罕见的理事双异议本次美联储利率决议存在非全票...

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