BlackRock: The Federal Reserve's rate cuts in 2026 may be limited

12 月 24 日,贝莱德策略师 Amanda Lynam 和 Dominique Bly 在一份报告中指出,美联储在 2026 年预计将仅实施有限幅度的降息。随着本轮周期已累计降息 175 个基点,美联储正接近中性利率水平。除非劳动力市场出现急剧恶化,否则 2026 年进一步降息的空间相当有限。据 LSEG 数据显示,市场目前预计美联储在 2026 年将进行两次降息。(金十)

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