Group 1 - Goldman Sachs' Chief Strategist Josh Schiffrin favors short-term government bonds as a preferred trade ahead of potential Fed rate cuts next month [1] - Schiffrin highlighted the attractiveness of five-year U.S. Treasury yields in the range of 3.75% to 4% [3] - As of Monday's close, the five-year U.S. Treasury yield was around 3.84%, down from 4.38% at the beginning of the year [3] Group 2 - Schiffrin believes the Fed is "very likely" to ease policy in September, with a high probability of a 25 basis point cut [4] - A survey of 110 economists indicated that 61% expect the Fed to lower rates by 25 basis points at the next meeting, marking the first cut of the year [4] - Recent employment data showed only 73,000 new jobs added in July, below the expected 106,000, indicating a cooling labor market [3]
美联储降息前该如何布局？
Sou Hu Cai Jing·2025-08-19 02:05