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華爾街見聞
2024.11.01 18:04
TS Lombard 首席美國經濟學家 Steven Blitz：非農數據消除了對 “11 月降息 25 個基點、12 月再降息 25 個基點” 的所有疑慮。 預計美聯儲將把利率下調至 4%-4.25% 的區間，然後按兵不動，這將比 FOMC 目前的基準利率低 75 個基點。 美聯儲將認真對待 8 月和 9 月數據向下修正的問題。
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