大摩推迟今年首次降息预期,称美联储的重心已从就业转向通胀

华尔街见闻
Jan 13

摩根士丹利已将其对美联储首次降息的预期时点,从原先预测的1月和4月推迟至6月和9月。该行认为,降息的核心逻辑已从劳动力市场转向通胀。据追风交易台,1月12日,摩根士丹利发布的全球宏观论坛报告中表示,鉴于近期经济动能改善与失业率下降,美联储稳定就业市场的紧迫性已降低。未来的政策行动将取决于两大关键信号:特朗普政府关税调整对价格的全面影响,以及通胀数据能否显示明确的回落趋势。报告认为,利率市场需对过于...

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