Bank of America: Predicts the Fed's balance sheet reduction to be delayed until the end of March 2025

華爾街見聞
2024.09.20 17:24
美國銀行策略師 Mark Cabana 和 Katie Craig 在報告中表示，該行如今預計美聯儲將在 2025 年 3 月底之前結束縮表，此前預測的結束時間則為 2024 年 12 月，原因是決策者對其政策的討論很少。9 月 FOMC 會議表明，美聯儲認為政策利率和資產負債表的變動是相互獨立的。
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