景顺:关注联储局面临减息政治压力 美元走弱通常利好新兴市场股债

AASTOCKS
Dec 11

美联储一如预期降息25点子,景顺亚太区环球市场策略师赵耀庭回应称,正密切关注联储局面临关于减息的政治压力。由美国总统特朗普近期任命的联邦公开市场委员会(FOMC)成员Stephen Miran投票支持减息50个点子,而特朗普本人亦迅速表示,减息幅度应该要多于25个点子。由于鲍威尔预计于2026年5月15日退休,特朗普还提到,将会与潜在的联储局主席候选人会面。不言而喻,联储局面临的政治压力短期内...

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