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中金:極端情況下,美聯儲可能在 2025 年重啟加息

2024-10-23 09:27:02

ChainCatcher 消息,中金在《特朗普政策對美國經濟的潛在影響》一文中指出:"在普通假設情形下,我們預計美聯儲會繼續降息,但降息速度將放緩,終點(中性)利率也會更高。而在極端假設情形下,美聯儲的態度將轉"鷹"並在 2025 年重啟加息,因為決策者不大可能容忍通脹重新回升到 5% 以上。"

文章進一步指出:"考慮到遏制通脹一般需要名義政策利率高於通脹(即實際政策利率為正數),這意味著美聯儲可能需要在 2025 年加息 75 至 100 個基點。"

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