中金发表研究报告,指美联储如期加息25个基点,联邦基金利率目标范围上调至介乎3.75%至4%,是继2023年7月加息周期结束、2024年9月开启降息及2025年9月继续降息三次后的首次加息。该行认为,此次属高度预期且整体中性的加息,位图显示2026年利率中位数升至4.125%,意味年内预期还有一次加息,2027年中位数持平。该行指出,在已高度预期的加息之后,从本次会议表态及当前基本面看,不存在连续...
Source Link中金发表研究报告,指美联储如期加息25个基点,联邦基金利率目标范围上调至介乎3.75%至4%,是继2023年7月加息周期结束、2024年9月开启降息及2025年9月继续降息三次后的首次加息。该行认为,此次属高度预期且整体中性的加息,位图显示2026年利率中位数升至4.125%,意味年内预期还有一次加息,2027年中位数持平。该行指出,在已高度预期的加息之后,从本次会议表态及当前基本面看,不存在连续...
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