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分析师:美联储可能在 1 月份暂停降息

2024-12-19 17:00:06

ChainCatcher 消息,Abrdn 分析师 Dongyue Zhang 在一份研究报告中表示,美联储可能会在 1 月份暂停降息,因其将转向较慢的宽松步伐。如果通胀继续降温,预计 3 月份将降息。

在 2025 年预期的政策发生变化之后,即将上任的特朗普政府可能会带来更大的波动性。尽管美联储持强硬态度,但机会大于风险。放松管制和营商环境更为有利带来的好处,将促进生产率的提高和资本的配置。预计美国经济将保持弹性,劳动力市场保持健康,人工智能相关资本支出扩大,资本市场更加强劲。(金十)

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