多家大型银行已上调美联储降息预期,预计次数将超过此前预测

Odaily
Sep 10

Odaily星球日报讯 华尔街正高度关注美联储的思路,市场已定价未来一年降息幅度超 1 个百分点。而通胀上升可能会打乱这一路径。摩根大通全球市场情报主管安德鲁·泰勒(Andrew Tyler)周一在给客户的报告中写道:“我们认为,CPI 数据不会出现‘会迫使美联储在 9 月暂停降息’的真实风险。但我们确实认为,若此次 CPI 数据显著偏鹰派,将改变美联储对 10 月和 12 月会议的应对策略。”多家大型银行已上调降息预期,认为美联储的降息次数将超过此前预测。例如,巴克莱银行经济学家目前预计,今年将有 3 次 25 个基点的降息,2026 年还将再降 2 次。(金十)

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