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东方汇理下调美元立场至“谨慎”,预计美联储将进一步降息
火星财经消息,据金十报道,东方汇理的分析师在报告中表示,美元今年正面临结构性逆风,预计美联储今年可能还会进行两次降息。分析师将 2026 年的增长预期从 1.9% 小幅上调至 2%,但整体叙事仍是低于潜能的增长。关于下届美联储主席的不确定性依然存在,考虑到总统特朗普对宽松货币政策的推动,显然他们将偏向降息。