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分析师:劳动力数据或使美联储告别“鹰派降息”时代
深潮 TechFlow 消息,12 月 5 日,Mediolanum International Funds分析师Daniel Loughney表示,与市场预期一致,他预计美联储将在下周将联邦基金目标区间下调25个基点,驱动因素是劳动力市场统计数据的疲软。这位固定收益主管兼总监在一份报告中表示:“最近的降息被视为‘鹰派降息’,但这次疲软的劳动力市场可能会带来更偏鸽派的反应。”他表示,关键焦点将是“点阵图”——即FOMC成员的利率预测——以及FOMC的季度经济预测摘要,市场参与者将从中寻找美联储情绪的任何转变,这可能会重塑市场对2026年货币政策的预期。(金十)