瑞士嘉盛:美联储重启加息非“一次性”行动,紧缩周期料延续至2027年

格隆汇
5 hours ago
瑞士嘉盛银行固定收益策略师Alex Rohner预期,紧缩周期将延续至2027年。该行称,美联储在2024年以来多次降息后首度重启加息,预料此举不会只是“一次性”行动。在人工智能投资热潮及宽松财政政策的双重带动下,强韧的需求反映目前息率水平依然偏低。该行预期美联储将于12月再度加息,且风险更偏向于2027年进一步收紧政策。

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