Generali 經濟學家：市場過度抬高美聯儲寬鬆預期，明年 1 月再降息是合理的
2025-11-24 18:17:11
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ChainCatcher 消息，Generali Investments 資深經濟學家 Paolo Zanghieri 表示，他和他的團隊認為，市場反映的降息幅度超過了美聯儲可能實施的降息幅度。"我們認為下個月降息的可能性是 50%。鑑於新數據有限，美聯儲等到明年 1 月再降息是合理的，同時發出寬鬆傾向的信號。更重要的是，基於對通脹快速回落的希望，市場預計明年將降息近四次，這似乎過於樂觀。我們預計到夏季只會降息 50 個基點。"(金十)
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