【高盛:美联储将避免为3月的政策行动提供前瞻指引】金十数据1月29日讯,高盛预计,明天的美联储1月利率决议不会提供什么新信息。FOMC可能会在声明中承认劳动力市场企稳的迹象,但不太可能为3月份的政策行动提供前瞻性指引。预计关税将导致温和的、一次性的通胀上升,美联储可能会忽略这一点。从历史上看,美联储官员一直淡化关税的通胀影响,更多地关注潜在的GDP影响。高盛预计,2025年将有两次25个基点的降息,一次在6月,另一次在12月,2026年还会有一次降息。
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