野村资产管理公司（Nomura Capital Management）首席投资官马修・帕莱（Matthew Pallai）表示，美国国债市场对美联储主席杰罗姆・鲍威尔（Jerome Powell）讲话的反应 “感觉像是过度反应”。

　　他指出：“目前仍存在相当高的不确定性，而且正如鲍威尔所提到的，利率路径并非必然遵循预设轨迹。”

　　帕莱称，风险市场的定价已反映出对一轮大幅宽松周期的预期，而这与当前的不确定性水平并不相符。他认为鲍威尔的语气 “总体保持平衡”，不过鲍威尔显然并未排除 9 月降息的可能性。

　　野村资产管理公司仍预计，美联储今年将降息 1 至 2 次，具体取决于经济数据表现。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王许宁

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.