高盛突然改口:美联储被市场逼到墙角,不加息才是意外

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作者:肖燕燕,金十数据 华尔街对美联储 9 月会议的判断正在迅速转向。高盛上周五突然推翻此前维持利率不变的预测,改为预计美联储本月加息 25 个基点。 高盛的判断并非源于对美国经济前景出现重大重新评估,而主要是市场定价发生变化。该行认为,在投资者已经高度押注加息的情况下,美联储政策制定者可能不愿通过暂缓加息制造意外。 CME 的 FedWatch 工具显示,市场目前预计美联储 9 月加息 25 ...

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