尽管美联储周三很可能会宣布再次降息25基点,但随着2025年的到来,以及特朗普的加税一系列措施,影响通胀和经济活动,所以明年的政策可能不会太乐观。说白了,不排除这是美联储本轮降息周期的最后一舞。。。从历史规律来看,这种最后一次的降息或者加息往往是市场走向的拐点,之前涨的多的品种,如贵金属,美股,债券等资产要小心它们的回撤风险。
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