鸽派氛围越来越浓！穆迪：美联储或在7月降息25个基点

金十数据07-16

穆迪表示，如果美联储7月选择按兵不动，那么9月降息50个基点的概率将增加！根据最新分析，全球评级机构穆迪预计美联储最早将在7月30-31日的会议上开始降息25个基点。这呼应了高盛早些时候的观点，即美联储有“坚实的理由”在7月降息。穆迪高级副总裁Madhavi Bokil表示，消费者价格指数（CPI）数据证实了我们的观点，即第一季度高于预期的通胀数据是一次性的。而劳动力市场迅速降温表明，紧缩货币政策...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2451996063?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0338e597675b93f29495cfd2dc224c20","is_english":false,"pubTime":"2024-07-16 21:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2451996063","market":"us","top_or_hot":-1,"title":"鸽派氛围越来越浓！穆迪：美联储或在7月降息25个基点","media":"金十数据","content":"<div>\n<p>穆迪表示，如果美联储7月选择按兵不动，那么9月降息50个基点的概率将增加！根据最新分析，全球评级机构穆迪预计美联储最早将在7月30-31日的会议上开始降息25个基点。这呼应了高盛早些时候的观点，即美联储有“坚实的理由”在7月降息。穆迪高级副总裁Madhavi Bokil表示，消费者价格指数（CPI）数据证实了我们的观点，即第一季度高于预期的通胀数据是一次性的。而劳动力市场迅速降温表明，紧缩货币政策...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=143520&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>鸽派氛围越来越浓！穆迪：美联储或在7月降息25个基点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鸽派氛围越来越浓！穆迪：美联储或在7月降息25个基点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-16 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=143520&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>穆迪表示，如果美联储7月选择按兵不动，那么9月降息50个基点的概率将增加！根据最新分析，全球评级机构穆迪预计美联储最早将在7月30-31日的会议上开始降息25个基点。这呼应了高盛早些时候的观点，即美联储有“坚实的理由”在7月降息。穆迪高级副总裁Madhavi Bokil表示，消费者价格指数（CPI）数据证实了我们的观点，即第一季度高于预期的通胀数据是一次性的。而劳动力市场迅速降温表明，紧缩货币政策...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=143520&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0426412945.USD","symbol_name":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=143520&type=news&data_type=0","article_id":"2451996063","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0338e597675b93f29495cfd2dc224c20"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2451996063","pubTimestamp":1721135490,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"穆迪表示，如果美联储7月选择按兵不动，那么9月降息50个基点的概率将增加！","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","BK4559":"巴菲特持仓","BK4588":"碎股","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF","MCO":"穆迪","UPRO":"三倍做多标普500ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4548":"巴美列捷福持仓","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4112":"金融交易所和数据","IVV":"标普500指数ETF","SG9999001077.SGD":"United International Growth Fund SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2"},"translate_title":"The dovish atmosphere is getting stronger and stronger! Moody's: Fed may cut interest rates by 25 basis points in July","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e3a3d058fa4a51a6b25d051bce0bfaa4","symbols_score_info":{"SPY":1,"MCO":1,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,".SPX":0.6,"IVV":0.6,"ESmain":0.6},"content_text":"穆迪表示，如果美联储7月选择按兵不动，那么9月降息50个基点的概率将增加！根据最新分析，全球评级机构穆迪预计美联储最早将在7月30-31日的会议上开始降息25个基点。这呼应了高盛早些时候的观点，即美联储有“坚实的理由”在7月降息。穆迪高级副总裁Madhavi Bokil表示，消费者价格指数（CPI）数据证实了我们的观点，即第一季度高于预期的通胀数据是一次性的。而劳动力市场迅速降温表明，紧缩货币政策的拖影响正在加大。Bokil指出，如果联邦公开市场委员会（FOMC）在7月份的会议上决定将联邦基金利率维持在目前的5.25%-5.50%的水平，那么劳动力市场可能会进一步疲软，从而提高了9月份降息50个基点的可能性。穆迪预计，2024年联邦基金利率将累计下调50-75个基点，到2025年将再下调100-125个基点。上周，美国劳工统计局报告称，6月份总体CPI环比下降了0.1%，而核心CPI环比上涨0.1%（折合成年率为0.78%），低于预期，并创下三年多来的最小涨幅，经调整后的住房通胀降至新冠疫情前的标准。再加上数据显示美国劳动力市场明显降温，美联储开始货币政策正常化的所有条件都已具备。6月份的CPI报告证实通胀仍处于下行趋势，而几种衡量物价压力的替代指标还表明，潜在通胀已达到美联储2%的目标。穆迪认为，在需求放缓、劳动力市场降温、企业通胀预期温和，以及住房通胀开始回落、汽车保险费率和汽车价格下降的帮助下，未来几个月的通胀年率将继续走低。在通胀数据走软的同时，各种就业市场指标显示劳动力市场已经趋于平衡，并在继续放松，其中包括下调非农就业增长的前值下修、辞职率和招聘率正常化，以及名义工资增长放缓。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2451996063"}