比推消息,Global X投资策略主管斯科特·赫尔夫斯坦说,在美国8月份零售销售好于预期之后,美联储很可能会注意到消费的持续强劲。他说:“在CPI通胀率为2.5%的情况下,300个基点的实际利率可能太高了,但美联储确实有行动自由,一开始可以降息25个基点,也可以降息整整50个基点。”
分析师说,关键是美联储开始降息,而降息的幅度可能与经济关系不大。他说,近几个月来,零售额增长略低于长期平均水平,但仍在以温和的速度增长。
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