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Generali 经济学家:市场过度抬高美联储宽松预期,明年 1 月再降息是合理的

2025-11-24 18:17:11
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ChainCatcher 消息,Generali Investments 资深经济学家 Paolo Zanghieri 表示,他和他的团队认为,市场反映的降息幅度超过了美联储可能实施的降息幅度。“我们认为下个月降息的可能性是 50%。鉴于新数据有限,美联储等到明年 1 月再降息是合理的,同时发出宽松倾向的信号。更重要的是,基于对通胀快速回落的希望,市场预计明年将降息近四次,这似乎过于乐观。我们预计到夏季只会降息 50 个基点。”(金十)

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