
Wells Fargo: With doubts about inflation progress compounded by inflation risks from the U.S. elections, the Federal Reserve may cut interest rates once every other meeting next year
富国银行经济学家 Sarah House 和 Michael Pugliese 在一份报告中写道,“过去几个月的通胀数据并未显示出抗通胀取得更多进展,而大选结果又对物价上涨前景提出新的疑问,我们认为 FOMC 发出放缓降息步伐信号的时间正在快速临近,或许从 2025 年开始,降息节奏将变成至每隔一次会议降息一次”。