【Pimco的CIO:美联储年内料降息两次 较短期美债有吸引力】太平洋投资管理公司(PIMCO,品浩)非传统策略首席投资官(CIO)Marc Seidner表示,美联储可能比市场预期的更激进地降息,令较短期美债具有吸引力。预计美联储2025年将有两次25个基点的降息,可能在下半年推行,在那之后还有进一步下调的可能。“我们的预期是,美联储会无视关税,不让其直接影响政策。”不同意特朗普担任总统一定会推高通胀的市场定价和假设。

金融界
27 Jan
太平洋投资管理公司(PIMCO,品浩)非传统策略首席投资官(CIO)Marc Seidner表示,美联储可能比市场预期的更激进地降息,令较短期美债具有吸引力。预计美联储2025年将有两次25个基点的降息,可能在下半年推行,在那之后还有进一步下调的可能。“我们的预期是,美联储会无视关税,不让其直接影响政策。”不同意特朗普担任总统一定会推高通胀的市场定价和假设。

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