高盛:非农好于预期,周五CPI若意外走高或使美联储转鹰

BlockBeats 消息,2 月 11 日,高盛资产管理公司分析师 Kay Haigh 表示,劳动力市场出现了一些重新收紧的初步迹象,但距离完全收紧还有一段路要走。鉴于经济持续表现超出预期,FOMC 的关注点将转向通胀形势。我们仍然认为美联储今年还有两次降息空间;然而,周五公布的 CPI 若意外走高,可能会使美联储向鹰派方向倾斜。(金十)

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