Odaily星球日报讯 摩根士丹利策略师指出,美国经济可能出现“无就业生产力繁荣”(jobless productivity boom),将抑制通胀并为美联储更多降息打开大门。美国劳工部数据显示,第二季度所有非农企业工人的每小时产出同比增长3.3%,较上一季度1.8%的同比下降大幅改善。投资者对美联储明年降息节奏的预期比官方预测更为激进。据芝商所美联储观察工具(CME FedWatch tool)显示,美联储官员预计2026年仅降息一次,但投资者认为年底利率下降的概率达72%。(金十)
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