大摩转为预测联储局将加息

AASTOCKS
Sep 15

摩根士丹利周一稍后时间加入竞争对手高盛行列,将原先预测联邦公开市场委员会周三维持利率不变,改为预测美国联储局加息。由Michael Gapen领导的摩根士丹利经济学家表示:“我们认为加息与按兵不动均有理据,但能源价格带来第二轮效应的迹象、与人工智能相关投资带动的强劲需求、可能暂时较高的中性利率,以及对可信度的忧虑,意味风险平衡现时倾向需要采取略为更具限制性的政策。”Gapen团队不仅预计联储局9月...

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