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中東衝突將主導美國利率路徑,風險偏向不降息

2026-04-30 13:44:41

ChainCatcher 消息,据金十報導,富達國際高級全球宏觀策略師 Max Stainton 在報告中表示,今年剩餘時間美國利率前景將越來越取決於中東衝突的持續時間。富達的基準情景仍較市場定價略偏鴿派,預計即將上任的美聯儲主席沃什及委員會將整體傾向於緩解能源衝擊對經濟增長造成的損害。然而,隨著霍爾木茲海峽長期關閉風險上升,能源價格衝擊向更大範圍通脹衝擊蔓延、波及整體經濟的風險已清晰可見。"我們仍預計今年會有一次降息,但風險顯然偏向於全年不採取行動。"

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