景顺：美联储或要到硬数据今年底转弱时才降息

格隆汇2025-05-08

格隆汇5月8日｜景顺亚太区(日本除外)环球市场策略师赵耀庭表示，美联储在最近的联邦公开市场委员会(FOMC)会议上宣布其政策利率维持不变，符合市场预期。虽然最近的美联储调查数据和其他“软”数据显示美国经济正处于衰退边缘,但这尚未在硬数据中显现出来。鉴于“软”数据的不可靠性，美联储更倾向依赖硬数据是不无道理的，因此在劳动力市场变得显著疲弱或市场明显回到抗通胀路径前，美联储或不太可能开始降息。 ...

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