“数据缺失”打乱降息计划,高盛:原本该“12月降息,1月暂停”,现在不确定

华尔街见闻
8 hours ago

美国关键经济数据持续缺失,迫使市场重新评估美联储12月降息前景,目前市场定价显示降息概率已降至50%以下。高盛指出,数据真空严重干扰政策路径,其原预期的“12月降息、1月暂停”节奏面临高度不确定性。同时,劳动力市场下行风险上升,AI技术普及加剧就业与通胀建模难度,进一步放大政策复杂性。关键经济数据的缺失正让美联储和债券市场陷入"盲飞"状态,迫使投资者重新评估美联储12月降息的可能性。高盛分析师警告...

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