荷兰合作银行将2026年美联储降息预期从三次下调至两次

Gate News 消息,3 月 19 日,荷兰合作银行高级美国策略师 Philip Marey 表示,尽管通胀和增长预期上调,FOMC 仍预计 2026 年将降息一次,这表明其预计会忽视能源价格的暂时上涨。鉴于 FOMC 对伊朗战争带来的通胀影响反应平淡,荷兰合作银行现将 2026 年美联储降息预期从此前的三次下调至两次,预计将于 9 月和 12 月各降息一次。该行认为,一旦沃什成为新主席,他将试图说服委员会进行多于一次的降息。同时,该行警告称,伊朗冲突的进一步升级可能导致其 2026 年降息次数预期再次减少。

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