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即時新聞- 國際財經- 美債孳息率升道指早段跌逾百點 @ 2024-10-02T Back Hot News
Keyword:降息
Concept:
美聯儲於9月18日下調基准利率,並預計將在今年剩余的兩次會議中繼續降息。多數受訪者(59%)預計每次會議將降息25個基點,而34%的受訪者則預期降息幅度更大,預計每次會議將降息75或100個基點。這一預測與掉期交易員的看法較為接近,他們普遍認為到年底,美聯儲的降息總幅度將約為75個基點。投資者對美聯儲實現經濟軟著陸的信心增強,推動標普500指數有望在9月上漲,這是自2019年以來的首次。
北卡羅來納州夏洛特LPL FINANCIAL的全球首席策略師昆西·克羅斯比將鮑威爾的言論解讀為美聯儲仍然依賴數據,但傾向於在即將到來的11月會議上再次降息。這基於鮑威爾對穩健經濟、強勁勞動力市場和通脹下降的展望。克羅斯比的解讀表明,盡管在下次會議前還將有新數據出爐,但美聯儲正在為進一步放寬政策利率做准備。

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