美联储“鸽派暂停”意味着什么?大摩:未来降息路径将更多由通胀驱动

华尔街见闻
Jan 29

据摩根士丹利发布的最新研报,美联储在1月的FOMC会议上实施了一次“鸽派暂停”。尽管维持利率不变,但美联储释放的信号表明,未来的降息路径将发生转变,不再单纯依赖劳动力市场的疲软,而是更多地取决于通胀数据的回落表现。据追风交易台,1月29日,摩根士丹利在研报中指出,美联储主席鲍威尔在会议上强调了经济数据的强劲表现以及劳动力市场出现的“些许企稳迹象”。最为关键的是,美联储对关税引发的通胀将是“暂时性”...

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