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美元: 美联储可能维持利率稳定,并警告推迟降息的风险 通胀上升以及强劲的经济活动和就业数据已将市场对首次降息时间的预期推至 12 月。我们仍然认为有机会在 9 月份降息。尽管如此,美联储仍将保持警惕,并发出信号:如果通胀率居高不下,利率也将居高不下。

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