机构:美联储降息对美债持有者而言是好消息

Odaily
Sep 17

Odaily星球日报讯 Insight Investment 全球利率联席主管 Harley Bradley 在一份报告中表示,对于那些通过全球多元化固定收益投资组合投资于美国债券的人来说,降息环境可能是个好消息。尽管关税仍可能导致更高的通胀,但美联储将于周三降息。鉴于美国相对顽固的通胀,市场将密切关注美联储对 9 月份以后未来降息的最新“点阵图”预测。在我们看来,尽管通胀可能使结果复杂化,但相信美联储将准备好“忽略”高于目标的通胀,以保护劳动力市场。(金十)

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