周四,美国亚特兰大联储主席Raphael Bostic表示,预计美联储今年将降息两次。FOMC货币政策的准备状态不错,美国经济强劲。
Bostic提到,对于他所给的2025年展望,要强调不确定性。
众多联络人担心,特朗普政府驱逐移民恐怕会削减劳动力供应量。众多企业称,工人减少可能会造成干扰。就业前景是稳定的,然而,存在清晰的软化迹象。
诸多企业料将把特朗普招致的关税成本转嫁给美国消费者。相信通胀将朝着2%这一目标靠拢,但这个过程将是崎岖不平的。
潜在的美国政府政策变化推动不确定性。
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