安联首席经济学家:预计美联储将在2025年降息一次

金色财经
03 Apr

【安联首席经济学家:预计美联储将在2025年降息一次】金色财经报道,安联首席顾问埃尔埃利安预计美联储今年只会降息一次,这与市场和美联储的预期形成了鲜明对比。市场已经完全定价了2025年至少两次降息的预期,而且很可能还会有第三次降息。总的来说,他们预计今年将降息约70个基点,7月份首次降息25个基点。与此同时,美联储最新的点阵图只要求降息两次。埃利安说,美联储“本质上是鸽派”,他补充说,他担心美联储无视疲软的经济数据,在真正了解这些关税的细节以及各国将如何应对之前,称即将征收的关税是暂时的。

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