分析:就业市场萎缩将迫使美联储连续降息125个基点至2.25%

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BlockBeats 消息,1 月 5 日,前美林分析师 David Rosenberg 表示,美国经济在 2026 年将面临重重困境,就业市场很可能急剧收缩,从而削弱经济,并迫使美联储以大幅降息作为回应。最大的意外将是人们意识到,劳动力市场不是在降温,而是在萎缩。David Rosenberg 认为美国失业率很快就会突破 5%,并且「到年底时很可能试探 6%」。劳动力市场的崩溃以及随之而来的衰退,将迫使美联储在 2026 年底前降息 125 个基点至 2.25%,即 5 次 25 个基点降息。

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