【星展银行:对美联储的激进降息定价可能失望而归并引发恐慌】金十数据9月17日讯,星展银行表示,市场预计美联储将进行一系列降息,但激进的市场定价可能失望而归,并最终引发恐慌。经济学家Taimur Baig在一份报告中写道:“低于3%的通胀率和高于5%的政策利率往往难以共存,因此有必要实施一些货币宽松政策。但市场反映的降息幅度似乎过大。要让收益率曲线反映出未来16个月降息幅度超过200个基点的情况,美国经济必须明显走弱,通胀必须降至2%以下,而这种情况不太可能发生。”星展银行的基本观点是,到2025年底,美联储将降息150个基点,本周将降息25个基点。
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