华泰证券:预计美联储 7 月会议大概率按兵不动

链捕手
Jul 29, 2025

ChainCatcher 消息,据华泰证券研报称,北京时间 7 月 31 日(周四)凌晨美联储将公布 7 月议息会议决定,虽然 6 月会议以来特朗普多次施压鲍威尔降息,美联储内部也有委员要求 7 月降息,但考虑到就业市场整体超预期,且关税未来将逐步传导至通胀,预计美联储 7 月会议大概率按兵不动;往前看,华泰证券认为,后续降息决策取决于 7—8 月经济数据,维持就业市场走弱会促使美联储 9—12 月预防式降息 2 次的判断。

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