高盛预计,美联储9月降息50个基点应成为市场共识,而非目前广泛预期的25个基点降息。 据追风交易台消息,高盛宏观利率交易团队8月6日发布报告称,鲍威尔此前的鹰派言论已被经济数据证伪,劳动力市场明显转弱,为美联储采取更积极宽松政策铺平了道路。 该团队认为,上周五的非农数据公布后,美国就业市场已经“明确转向”,这一基本面变化将推动美联储在9月会议上考虑更大幅度的降息。 报告表示,经济数据显示利率的适度...
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