2 月 7 日,美联储洛根表示,2025 年的选择可以归结为“尽快”恢复降息或“相当长一段时间”维持利率不变。如果美国就业市场恶化,美联储可能会降息。劳动力市场保持强劲状态,可能意味着政策利率接近中性水平。2% 的通胀并非 FOMC 降息的必要条件。各大央行必须锚定通胀预期。贸易政策的变化可能会持续地影响到经济。
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