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美国国债市场对美联储 11 月和 12 月降息 25 基点的定价与点阵图中值一致

2024-10-08 19:43:36

ChainCatcher 消息,TwentyFour 资产管理公司投资组合管理合伙人 Felipe Villarroel 表示,过去几周,投资者的预期与美联储的预期更加一致。

他在一份说明中说:“美国国债市场目前对 11 月和 12 月两次降息 25 个基点的定价与点阵图中值一致。”他表示,美联储的基本情况是经济软着陆(通胀率下降而不损害经济和劳动力市场)且增长接近 2% 的潜在增长率,这就需要将中性利率设定在 3% 左右。

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