渣打认为，鉴于联邦公开市场委员会（FOMC）内部存在严重分歧，美联储官员的讲话可能会在未来两周对货币产生重大影响。全球G-10外汇研究主管Steven Englander在报告中写道，美联储主席鲍威尔一改往常“我们以数据为依据，不作承诺”的立场，明确表示无法保证会在12月再次降息。“总体而言，市场降息预期甚至还没有砍半，因此如果美联储的分歧真如鲍威尔所暗示的那样大，我们认为收益率和美元还有很大的上行调整空间”。“未来降息的不确定性符合我们此前认为FOMC在2026年不会降息的反向观点”。
责任编辑：王永生
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