【美联储不太可能在9月前降息】5月8日讯，Allspring Global Investments高级投资组合经理Matthias Scheiber说，美联储下一个可能降息的时机要到9月份，甚至更晚。他指出，美联储预计今年只会降息两次，而市场预期为三次。利率市场预计美联储将在2025年底前将利率下调至3.6%左右，但这在很大程度上取决于通胀与增长之间的权衡如何发展。经济增长可能会继续走弱，而美联储在理想情况下会希望降息以支持经济增长——尽管在短期内，价格上涨可能会让这变得棘手。预计股市表现将继续波动，并将继

Core Viewpoint - The Federal Reserve is unlikely to lower interest rates before September, with expectations of only two rate cuts this year, contrary to market expectations of three [1] Group 1: Federal Reserve's Interest Rate Outlook - The next potential rate cut by the Federal Reserve is anticipated to occur in September or later [1] - The market expects the Federal Reserve to reduce rates to approximately 3.6% by the end of 2025, contingent on the balance between inflation and growth [1] Group 2: Economic Growth and Market Performance - Economic growth may continue to weaken, prompting the Federal Reserve to consider rate cuts to support growth, although short-term price increases complicate this decision [1] - Stock market performance is expected to remain volatile, favoring cheaper markets in the U.S., international stocks, and emerging markets [1]