在一份被视为“游戏改变者”的非农就业报告发布后,华尔街的预期正在迅速转变。 据高盛交易与研究团队的最新观点,美国经济浮现的疲软迹象已让美联储“别无选择”,只能启动降息周期,而市场焦点正从“是否降息”转向“降息多少”,一场关于25或50个基点的辩论或将在9月上演。 该投行称,市场目前低估了美联储在9月会议上采取更激进措施、一次性降息50个基点的可能性。这一评估的背景是,最近的就业数据及其大幅下修,...
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