美国银行：对美联储结束缩表的预测时间推迟至2025年3月底

格隆汇09-21

格隆汇9月21日｜美国银行策略师Mark Cabana和Katie Craig在报告中表示，该行如今预计美联储将在2025年3月底之前结束缩表，此前预测的结束时间则为2024年12月，原因是决策者对其政策的讨论很少。9月FOMC会议表明，美联储认为政策利率和资产负债表的变动是相互独立的。尽管如此，策略师仍然认为在即将触及债务上限期间，美联储应对继续实施量化紧缩（QT）持谨慎态度，因为这会造成决策者...

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