The Fed's rate cut kicks off, with the risk of a "hard landing" for the US economy disrupting asset trading logic

華爾街見聞
2024.09.19 21:06
北京時間 9 月 19 日凌晨，美國聯邦儲備委員會宣佈，將聯邦基金利率目標區間下調 50 個基點，降至 4.75% 至 5.00% 之間的水平。機構人士表示，此次美聯儲降息被視為 “非常規” 開局，這引發了市場對美國經濟 “硬着陸” 的擔憂。對於美聯儲貨幣政策後續如何演繹，機構人士判斷，年內仍將有兩次降息，整體降息週期可能持續一年以上。對於大類資產的交易邏輯，鑑於美國經濟衰退預期的證偽需要時間，並且四季度將迎來美國大選，短期內大類資產價格可能波動較大，後續或需觀察美國經濟、通脹、就業等各項數據的實際表現。（中證報）
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