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分析师:美联储未来的降息可能取决于特朗普的政策

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2024-12-19 02:38:09
IG市场策略师Yeap Jun Rong在一份报告中写道,美联储未来降息的轨迹可能取决于当选总统特朗普的政策,现阶段这些政策仍不明朗。他表示,特朗普最初关于关税的言论听起来确实很激进。然而,他补充说,这些措施的实施程度是不确定的。Yeap称,随着政策越来越清晰,美联储最初可能会倾向于一个较浅的降息周期。他还表示,随着美联储会议的结束,除非日本央行做出意外决定,否则美国股市可能会在2024年的最后几周逐步上涨。然而,由于缺乏进一步的催化剂,到年底达到新的纪录高点可能具有挑战性。(金十)
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