美国经济正显现出明确的放缓信号,尤其是在关键的劳动力市场,这使得美联储启动降息周期似乎已是箭在弦上。 最新的就业数据成为引爆市场预期的导火索。据追风交易台消息,高盛8月4日测算,美国潜在的月度就业增长已从第一季度的20.6万骤降至7月的2.8万。花旗则在报告中指出,在就业数据大幅下修后,美联储官员可能“不再有耐心等待降息”,已经失去了采取“观望”态度的“奢侈”。 基于此,高盛与花旗均认为9月降息...
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