就在全球市场几乎将美联储9月降息视为定局之际,华尔街顶级投行摩根士丹利发出了一份截然相反的重磅警报。 报告直指,一个被市场普遍忽视的“坏消息”——远比预期更棘手的“粘性”服务业通胀,正迫使美联-储主席鲍威尔在杰克逊霍尔“放鹰”。 大摩预测,下周备受瞩目的杰克逊霍尔(Jackson Hole)全球央行年会上,市场翘首以盼的降息“绿灯”可能不会亮起,取而代之的,将是一场旨在强力推回市场激进预期的“鹰派...
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