【贝莱德称美联储的降息次数可能少于市场预期】贝莱德投资研究所称,考虑到通胀上行的风险,美联储的降息次数可能少于市场预期。“我们认为美联储今年将很难降息超过一两次——即使长期的不确定性开始损害原本健康的经济增长,”该研究所负责人Jean Boivin在一份报告中写道。“这就是我们为何不认同美债昨日走势及市场对更多降息的押注。”贝莱德投资研究所相较掉期交易员更偏鹰派,后者预计美联储年底前将有近三次降息。期货市场预计会有两次25个基点的降息,料第三次降息的概率超过50%。

金融界
20 Mar
贝莱德投资研究所称,考虑到通胀上行的风险,美联储的降息次数可能少于市场预期。“我们认为美联储今年将很难降息超过一两次——即使长期的不确定性开始损害原本健康的经济增长,”该研究所负责人Jean Boivin在一份报告中写道。“这就是我们为何不认同美债昨日走势及市场对更多降息的押注。”贝莱德投资研究所相较掉期交易员更偏鹰派,后者预计美联储年底前将有近三次降息。期货市场预计会有两次25个基点的降息,料第三次降息的概率超过50%。

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