“大致中性”or“略微偏紧”?花旗解读鲍威尔讲话:降息门槛已经较低,年内有望降息三次

华尔街见闻
Jan 29

鲍威尔在1月的FOMC会议上竭尽全力想要维持一种“不做新指引”的姿态,试图让市场相信美联储目前处于按兵不动的观望模式。然而,对于敏锐的投资者而言,这次会议释放的信号远比表面看起来要鸽派得多。虽然美联储维持利率不变,但鲍威尔承认当前的政策利率处于“略微限制性”区间,且对于劳动力市场所谓的“企稳”迹象持谨慎态度。这实际上暴露了美联储内部对于经济放缓的担忧。据追风交易台,1月28日,花旗银行在最新研报中...

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