22:59:44
美国 United States
每周焦点:尽管通货膨胀率高,美国仍将降息。上个月,当美联储下周周三做出决定时,市场预期越来越倾向于降息25个基点。这是由较低的通胀预期和较弱的前瞻性经济数据推动的,例如11月PMI和ISM调查中的订单和库存之间的平衡——私营部门数据仍在及时公布,而政府关门的后果继续阻碍官方数据。
Weekly Focus – US to Cut Rates Despite High Inflation.Over the last month, market expectations have increasingly turned towards a 25bp rate cut when the Fed makes its decision on Wednesday next week. This has been driven by lower inflation expectations and weaker forward-looking economic data, such as the balance between orders and inventories in the PMI and ISM surveys for November – private sector data that is still coming in a timely manner while the aftereffects of the government shutdown continue to hamper official data.