摩根大通:鲍威尔没有为10月降息“打太极”

Odaily
Oct 15, 2025

Odaily星球日报讯 摩根大通首席美国经济学家迈克尔·费罗利表示,美联储主席鲍威尔的最新讲话“巩固了进一步降息的预期,将从 10 月 28 日至 29 日的下一次会议开始”。费罗利指出,市场原本就相当确信美联储倾向于放松政策,但鲍威尔的措辞几乎没有留下任何模糊空间。他说:“虽然几乎没有人怀疑美联储将在下次会议上降息,但今天的讲话是对这一预期的强烈确认。”鲍威尔的讲话进一步强化了投资者的信念,即在一系列通胀和劳动力市场数据走软之后,美联储正准备再次下调利率,从而巩固了市场对 10 月底降息的押注。

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