瑞士嘉盛银行首席经济师兼经济研究分析部主管Karsten Junius表示,尽管多间央行预期短期内将加息,但美联储至今仍未将进一步上调政策利率纳入议程。相反,新任联储局主席沃什普遍被视为倾向减息。然而,在伊朗战事及关税影响下通胀维持高企,加上受强劲人工智能资本开支周期带动,美国经济展现较强韧性,令减息理据显着减弱。因此,预期沃什上任后的首次联邦公开市场委员会会议将释出相对鹰派的讯号,点阵图或显示...
Source Link瑞士嘉盛银行首席经济师兼经济研究分析部主管Karsten Junius表示,尽管多间央行预期短期内将加息,但美联储至今仍未将进一步上调政策利率纳入议程。相反,新任联储局主席沃什普遍被视为倾向减息。然而,在伊朗战事及关税影响下通胀维持高企,加上受强劲人工智能资本开支周期带动,美国经济展现较强韧性,令减息理据显着减弱。因此,预期沃什上任后的首次联邦公开市场委员会会议将释出相对鹰派的讯号,点阵图或显示...
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