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機構:美聯儲 12 月降息並非板上釘釘

2024-11-04 20:25:05

ChainCatcher 消息,据金十報導,謝爾頓資本管理公司(Shelton Capital Management)旗下謝爾頓戰術信貸基金(Shelton Tactical Credit Fund)投資組合經理 Jeffrey Rosenkranz 表示,上週五的 10 月就業報告有助於反駁人們的擔憂,即美聯儲在 9 月的激進降息可能為時過早。

也就是說,根據芝商所的數據,他並不完全相信年底前肯定還會有兩次 25 個基點的降息,即使利率期貨交易員已經開始預期這樣的結果。雖然鮑威爾幾乎肯定會被問及大選,或者美國國債收益率的上升會如何影響他們的想法,但羅森克蘭茨預計鮑威爾很可能會提出異議。

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