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高盛认为,明年美联储加息路径更陡峭:每季度加息0.25个百分点,总共加息100个基点,下一次加息或在三月份,但若经济数据糟糕,加息步伐也有可能放缓。对于明年美联储加息,新兴经济体有能力消化,但仍需密切关注新兴市场的反应。

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