本文来自格隆汇专栏:梁中华宏观研究,作者:汪浩、梁中华概要美国政府停摆带来的数据发布“迷雾”,叠加经济和通胀走向的现实“迷雾”,共同构成了美联储货币政策路径的分歧之源,本次议息会议和未来降息的分歧均在加大,会议之后,12月份降息的预期相较会前有所下调。但我们预计预防式降息周期持续,美债利率下行放缓,美股持续支撑,美元指数震荡上行,黄金长期牛市仍未结束。美东时间2025年10月29日,美联储发布议息...
Source Link本文来自格隆汇专栏:梁中华宏观研究,作者:汪浩、梁中华概要美国政府停摆带来的数据发布“迷雾”,叠加经济和通胀走向的现实“迷雾”,共同构成了美联储货币政策路径的分歧之源,本次议息会议和未来降息的分歧均在加大,会议之后,12月份降息的预期相较会前有所下调。但我们预计预防式降息周期持续,美债利率下行放缓,美股持续支撑,美元指数震荡上行,黄金长期牛市仍未结束。美东时间2025年10月29日,美联储发布议息...
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