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在高盛看来,美国就业增长需要放缓,以避免劳动力市场在2017-18年过热,意味着联邦基金利率需要大幅高于当前市场定价所显示的水平。高盛表示,如果不考虑劳动参与率的上升,过去半年美国就业人数的增长已经让失业率降至仅4%。

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