若经济出现衰退,美联储或在6月开始一系列快速降息

Odaily
11 Mar

Odaily星球日报讯 金色财经报道,机构分析指出,美联储不会在下周的政策会议上降低利率,但如果因贸易战引发的经济衰退担忧加剧并成真,可能会在 6 月份开始一系列快速降息。至少在期货市场上,越来越多地合约押注美联储将在 6 月、7 月和 10 月各进行一次 25 个基点的降息,这一趋势是在上周末美国总统特朗普关于“过渡期”的言论之后出现的,因为他对多国加征关税。由于担心他的言论预示着即将到来的经济衰退,美国股票和美债收益率也在周一出现下跌。"尽管表面上看起来平静,但如果在美联储还来不及评估关税,以及整个特朗普议程对通胀的影响时,劳动力或金融市场就开始双双滑坡,(美联储政策制定者)对双重任务的风险上升以及抵御美国总统特朗普施压要求降息的能力越来越担忧,"SGH Macro Advisors 首席美国经济学家 Tim Duy 在一份说明中写道,“反应迟缓的美联储将招致特朗普政府的愤怒”。

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