高盛策略团队在最新研报中重申其投资主张：继续布局美国国债收益率曲线中段表现落后的品种，并持有远期通胀做多头寸。针对周三美联储释放的政策信号，报告指出这给笃定明年将延续稳步降息节奏的利率市场带来了“一定程度冲击”——联储主席鲍威尔明确表示，12月降息并非板上钉钉。

　　策略师强调：“尽管当前经济周期进展为后续政策辩论奠定了基础，但货币政策路径仍可能取决于劳动力市场的演变轨迹。”这一研判揭示，在就业数据尚未显露出明显疲态的情况下，市场对联储转向宽松政策的押注存在过度乐观风险。

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责任编辑：王许宁

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