国泰海通:预计美联储9月降息25个基点,全年最多降息2次

Blockbeats
Aug 24, 2025

BlockBeats 消息,8 月 24 日,国泰海通证券发布研究报告称,美联储主席鲍威尔在 2025 年杰克逊·霍尔全球央行年会上的发言显示出转鸽信号,为 9 月份降息提供指引。报告指出,鲍威尔认为通胀风险上行,且美国货币政策框架的修订将使政策更加灵活。在具体分析中,报告提及鲍威尔对美国劳动力市场的重新评估及就业风险的增加,指出短期内就业下行风险较大,货币政策可能面临转向。

国泰海通预计 9 月份降息 25 个基点,全年最多降息 2 次,总幅度约为 50 个基点。报告强调,降息速度不会太快,主要是出于预防性考虑。(智通财经)

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