美联储年度收官之战,「鹰派降息」几乎板上钉钉

BlockBeats 消息,12 月 10 日,北京时间今夜凌晨 3 点,美联储将公布今年最后一份利率决议,揭示其在数据「真空期」和内部分歧下的艰难抉择。此次预期中的降息可能伴随着对明年利率路径含糊其辞的表述,甚至偏向鹰派。除了预期中的降息,投资者目前预计美联储将在 2026 年底前再实施两次 25 个基点的降息,使基准利率维持在 3.00%-3.25% 区间。摩根大通首席美国经济学家迈克尔·费罗利(Michael Feroli)表示,地区联储主席中涌现的鹰派观点,可能使 2026 年利率展望与 9 月保持一致——即便本周预期的降息支持率已然不高,进一步降息的门槛也已提高。费罗利称,新的利率预测将「反映出对降息的不安」,政策声明可能会调整表述,「暗示后续会议降息的可能性降低」,而鲍威尔将在会后新闻发布会上强调,「只有在就业市场显著恶化的情况下,才会进一步降息」。

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ChaoshanMovingBricksvip
· 2025-12-10 12:43
多进去
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