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美联储刚刚公布了11月会议纪要,透露出对未来降息的一些态度。总体来说,官员们一致认为,在当前经济稳健、通胀缓慢降温的背景下,降息仍需要非常谨慎。 🔍 一些重点解读: 降息会慢慢来:如果经济和通胀表现符合预期,美联储才会逐步转向更中性的利率政策。 不确定性仍然很大:中性利率到底在哪里,大家还没弄清楚,这让政策调整的步伐更加小心。 可能的调整:他们还在讨论对一些政策工具(比如隔夜逆回购利率)进行技术性调整,以帮助更好地传导政策。 💡 接下来会怎么样? 美联储的12月会议即将到来,市场预计可能会更保守,降息的步伐可能放缓。到明年年中,或许只会降息一次。 总体来看,经济表现和通胀数据仍是接下来政策调整的关键。看来,美联储的每一步都不会急于求成。

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