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大华银行:预计美联储按兵不动至2026年底,2027年降息两次

Odaily星球日报讯 大华银行分析师 Alvin Liew 阐述了 7 月美国 CPI 数据公布后对联邦基金利率的预期。市场对 9 月加息的定价已下降,大华银行的基本情景是延长暂停至 2026 年全年。该行预计 2027 年将有两次 25 个基点的降息,使联邦基金利率在 2027 年底逐步降至约 3.25%:“我们继续维持基本情景,即美联储在 2026 年剩余时间保持暂停,然后在 2027 年恢复宽松周期,可能在 2027 年第二季度末和第四季度末各降息 25 个基点。 在此情景下,联邦基金目标利率预计在 2026 年底前保持不变,然后逐步下降至 2027 年底的 3.25%,这仍是我们对终端联邦基金利率的估计。虽然 6 月和 7 月 CPI 报告后我们 FOMC 展望的风险已更为平衡,但由于地缘政治和能源相关不确定性,风险仍略微偏向上行,因此我们对政策紧缩不可忽视的风险保持警惕。”(金十)
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-08 20:31

The Bank of Korea has released a regulatory proposal suggesting that personal stablecoin transactions exceeding $10,000 should be limited to transfers from verified wallets.

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07-08 20:22

Gate responded to online rumors of user asset theft: An urgent investigation is underway, and preliminary assessments indicate it is an isolated incident.

According to Foresight News , Gate responded to online reports of user assets being stolen, stating that the incident shows the customer made a withdrawal between 3:00 PM and 4:00 PM on July 7th, and reported the loss to online customer service at 5:00 PM on July 8th. Gate has initiated an investigation, and the incident is currently under urgent investigation. Preliminary assessments indicate it is an isolated case, there are no system security vulnerabilities, and the website is operating normally. Preliminary investigations suggest this incident may be related to a leak of user information; the specific details are under investigation. Gate will disclose further details as soon as the investigation concludes.

07-08 20:19

Justin Sun has staked $430 million in Ethereum on Lido, yielding an annualized return of approximately $9.5 million.

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07-08 20:17

Guangdong: By the end of 2027, the province's urban digital infrastructure support capabilities will be significantly enhanced.

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07-08 20:10

Morgan Stanley reiterated its "overweight" rating on RKLB and raised its bullish price target to $293.

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