分析师:市场聚焦明年美联储1月是否暂停加息及如何传达“鹰派降息”潜在态度转变

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Odaily星球日报讯 SPI Asset Management 分析师 Stephen Innes 表示,尽管市场参与者普遍认为,进一步降息和强劲的盈利增长将共存,但这些因素并不一定相互依存。 人们普遍预计美联储将降息 25 个基点,但此后的走势仍不明朗。无论如何,美元、股市和债市随后的走势在很大程度上取决于美联储即将发布的指引,而不是周三降息本身。关键问题在于,美联储是否会在明年 1 月 FOMC 会议上发出暂停加息的信号。我的观点倾向于肯定。然而,真正的焦点在于美联储将如何明确地传达这种潜在的转变,并确认“鹰派降息”。(金十)

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