智通财经APP获悉，富达国际环球宏观及策略资产配置部主管Salman Ahmed表示，美联储一如预期减息0.25%，将联邦基金利率目标区间降至4%至4.25%之间。展望未来，该行预期美联储今年会再减息两次，之后便会暂停减息，而美联储日后的反应将会变得更加不可预测。
美联储的声明重申，对劳动市场下行感到忧虑，也评论通胀只是“略微升温”，显示美联储已将焦点转向劳动市场，而不再担心通胀上行风险。美联储的经济预测摘要也突显了这个立场转变，并证实市场价格所反映的今年再减息两次预期。
然而，当预测2026年的利率走势时，考虑到美联储有可能自2026年5月起由新主席掌舵，便意味着减息次数有更大的可能性增加，即与维持2%通胀的目标不一致。
此外，美国财政部长贝森特等人最近的言论表明，政府希望在美联储进行更广泛的改革。所有这些消息都表明美联储未来的反应可能与以往大不相同，因此未来需要关注的不单止是政策，也需要洞察推动政策背后的政治局势。
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.