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中金:极端情况下,美联储可能在 2025 年重启加息

2024-10-23 09:27:02

ChainCatcher 消息,中金在《特朗普政策对美国经济的潜在影响》一文中指出:“在普通假设情形下,我们预计美联储会继续降息,但降息速度将放缓,终点(中性)利率也会更高。而在极端假设情形下,美联储的态度将转“鹰”并在 2025 年重启加息,因为决策者不大可能容忍通胀重新回升到 5% 以上。”

文章进一步指出:“考虑到遏制通胀一般需要名义政策利率高于通胀(即实际政策利率为正数),这意味着美联储可能需要在 2025 年加息 75 至 100 个基点。”

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