全球资产管理巨头先锋集团(Vanguard)认为,人工智能基础设施的"大规模"支出热潮将推动美国经济强劲增长,美联储降息幅度将远低于华尔街预期。 最近在接受英国《金融时报》采访时,该公司固定收益主管Sara Devereux预计,在今秋两次25个基点降息后,美联储将仅再降息一至两次。 这一鹰派预测与市场押注形成鲜明对比。投资者目前预期美联储到2026年底将降息三至四次,而管理着2.8万亿美元资产的...
Source Link全球资产管理巨头先锋集团(Vanguard)认为,人工智能基础设施的"大规模"支出热潮将推动美国经济强劲增长,美联储降息幅度将远低于华尔街预期。 最近在接受英国《金融时报》采访时,该公司固定收益主管Sara Devereux预计,在今秋两次25个基点降息后,美联储将仅再降息一至两次。 这一鹰派预测与市场押注形成鲜明对比。投资者目前预期美联储到2026年底将降息三至四次,而管理着2.8万亿美元资产的...
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