Group 1 - The Federal Reserve is preparing to restart its rate-cutting cycle, diverging from other major central banks that are nearing the end of their easing phases [1][2] - Market expectations indicate a 25 basis point rate cut next week, with a cumulative reduction of nearly 70 basis points by the end of the year, and some institutions suggest a possibility of a 50 basis point cut [1] - The European Central Bank has maintained its rate at 2% and lowered its inflation forecast for 2027 to 1.9%, with a 50% probability of a rate cut around mid-2026 [1] Group 2 - The Bank of Japan is the only major central bank tightening its monetary policy, with potential for a rate hike by the end of the year despite domestic political uncertainties [1] - The Bank of Canada is expected to restart rate cuts next week, with two additional cuts anticipated by January next year due to economic weakness and rising unemployment [1] - The Reserve Bank of New Zealand has already cut rates by 25 basis points last month and is expected to cut again in October and by the end of the year [1]
全球央行利率政策分化加剧 美联储成“逆行者”
Sou Hu Cai Jing·2025-09-12 04:10