美国银行:特朗普政策议程将在2025下半年的通胀中得到反映

国际金融报
11 Feb

美国银行分析师写道,预计特朗普总统的贸易、财政和移民政策议程将温和推高通胀,预计到2025年下半年相关变化将在通胀中得到反映。他们指出,未来几周的任何额外关税都可能使这一时间提前。“一个关键问题是,政策变化是否会影响长期通胀预期,”他们说,并补充称,基于市场的指标仍处于历史区间内。美国银行重申对美联储降息周期已经结束的立场,通胀“将维持在目标水平上方”,并预计1月份总体和核心消费者价格指数(CPI...

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