若2月非农表现平平,美联储降息预期将延展至三季度

Odaily星球日报讯 美国 2 月 ADP 就业人数和 ISM 非制造业 PMI 均超预期,表明美联储更关心的就业市场趋于稳健,并且早期美联储已经释放不急于降息的信号,加上受到战争影响其国内能源价格飙升,市场对后面一次降息的时间点预期已经推迟至 9 月附近,2 月非农若表现平平或被战争风头掩盖,在可预见的通胀反弹情境之下,市场对美联储的首降时机预期将延伸至第三季度。

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