瑞银认为,鲍威尔并未排除1月降息的可能性,其对劳动力市场的担忧已超过对通胀上行的担忧,如果本周数据证实劳动力市场持续疲软(关键在于失业率是否上升至4.5%)而通胀压力可控,FOMC可能会重新考虑更加宽松的政策立场。本周二将同时发布10月和11月两个月的非农报告,周四公布CPI数据。鲍威尔在12月议息会议后的表态被市场解读为鹰派信号,然而,瑞银最新报告显示,市场可能存在过度解读之嫌,而即将公布的就业...
Source Link瑞银认为,鲍威尔并未排除1月降息的可能性,其对劳动力市场的担忧已超过对通胀上行的担忧,如果本周数据证实劳动力市场持续疲软(关键在于失业率是否上升至4.5%)而通胀压力可控,FOMC可能会重新考虑更加宽松的政策立场。本周二将同时发布10月和11月两个月的非农报告,周四公布CPI数据。鲍威尔在12月议息会议后的表态被市场解读为鹰派信号,然而,瑞银最新报告显示,市场可能存在过度解读之嫌,而即将公布的就业...
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