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經濟學家:美聯儲市場定價的急劇變化並不反映基本面

2024-08-07 20:18:41

ChainCatcher 消息,傑富瑞集團經濟學家 Mohit Kumar 在報告中稱,貨幣市場近期對美聯儲降息的大幅重新定價(今年的降息幅度高達 125 個基點,週二有所回落)是一種過度反應,不能反映基本面。

預計美聯儲既不會在 9 月份降息 50 個基點,也不會在今年降息 100 個基點或更多,"儘管有激進的舉措,但我們認為基本面並沒有發生太大變化。"傑富瑞預計貨幣市場的定價將被削減。

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