【高盛:美国的增长冲击意味着美联储将处于“某种程度的降息模式”】金色财经报道,高盛资产管理公司公共投资首席投资官阿希什·沙什表示,美国目前面临的“增长冲击”意味着,美联储“今年将进入某种程度的降息模式,超出6周前或两个月前的预期”。沙什表示:“我们在债券市场看到的是美联储打开窗口的合理定价,或者市场表示美联储可能实际上不得不进一步放松政策。”他补充说,最近的经济数据证实了这一观点,但“我们在过去24小时内看到的额外关税水平……进一步提高了这一预期。”周四的市场定价显示,投资者预计2025年将有三到四次降息,高于前一天的大约三次。
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