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机构:美联储 12 月降息并非板上钉钉

2024-11-04 20:25:05

ChainCatcher 消息,据金十报道,谢尔顿资本管理公司(Shelton Capital Management)旗下谢尔顿战术信贷基金(Shelton Tactical Credit Fund)投资组合经理 Jeffrey Rosenkranz 表示,上周五的 10 月就业报告有助于反驳人们的担忧,即美联储在 9 月的激进降息可能为时过早。

也就是说,根据芝商所的数据,他并不完全相信年底前肯定还会有两次 25 个基点的降息,即使利率期货交易员已经开始预期这样的结果。虽然鲍威尔几乎肯定会被问及大选,或者美国国债收益率的上升会如何影响他们的想法,但罗森克兰茨预计鲍威尔很可能会提出异议。

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