高盛下調對美債孳息年底水平預期 認為美聯儲較預期更快減息可能性增加
高盛下調對美債孳息預測,基於美聯儲比預期更早減息的可能性增加。
高盛利率策略師George Cole團隊預測兩年期及十年期美債孳息年底見3.45厘及4.2厘,較此前預期下調40及30點子。團隊在非農報告公布前發布最新預測,該強勁數據減輕美聯儲減息壓力。但高盛仍指,數據強勁被政府招聘的過大貢獻及勞動參與率小幅下降削弱。
高盛經濟學家本周調整對美聯儲年內減息預期。目前預測美聯儲將在9月、10月及12月減息,此前預測為年底減息一次。
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