星展:本轮周期中美联储或将再加息两次

格隆汇
5 hours ago
星展集团研究部首席经济学家Taimur Baig在一份报告中指出,在本轮利率周期中,美联储可能会再加息两次——分别在今年和2027年初。他表示,美联储在9月份一致决定加息,为后续的进一步加息奠定了基础。他补充道:“尽管通胀在很大程度上可能由供给侧因素驱动,但通胀前景面临的风险足以促使美联储采取更多行动。”他指出,美联储主席沃什曾表示,通胀回落至2%目标水平的步伐尚不理想,而短期利率仍是实现美联储政策目标的关键工具。因此,Baig预计本轮加息周期的终端利率将达到4.5%。

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