
It is expected that Trump may impose tariffs, and Barclays has reduced its forecast for the Federal Reserve's interest rate cuts in 2025 to two times
巴克莱经济学家发布研报称,考虑到美国大选结果及特朗普政府可能加征的关税及移民政策的收紧,将原先预估的明年降息三次改为两次、每次 25 个基点。首席美国经济学家 Marc Giannini 领导的团队称,仍预计 12 月再降息 25 个基点,但认为此次下调可能会是激烈博弈的结果,暂停的风险上升。