中东局势升级正重塑美联储政策路径。油价飙升、通胀升温与劳动力市场走软同步出现,市场对候任主席沃什上任后迅速降息的预期大幅退潮。FedWatch显示下一次降息或要等到2027年底。通胀压力、特朗普施压与美联储信誉顾虑将沃什置于多重矛盾夹缝之中。分析人士指出,在通胀预期敏感、能源冲击全面渗透的背景下,美联储合适政策是按兵不动,静观其变。中东局势持续升级,正从根本上重塑美联储的政策路径。油价飙升、通胀...
Source Link中东局势升级正重塑美联储政策路径。油价飙升、通胀升温与劳动力市场走软同步出现,市场对候任主席沃什上任后迅速降息的预期大幅退潮。FedWatch显示下一次降息或要等到2027年底。通胀压力、特朗普施压与美联储信誉顾虑将沃什置于多重矛盾夹缝之中。分析人士指出,在通胀预期敏感、能源冲击全面渗透的背景下,美联储合适政策是按兵不动,静观其变。中东局势持续升级,正从根本上重塑美联储的政策路径。油价飙升、通胀...
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