新债王:美国可能会步入实际负利率
Sou Hu Cai Jing·2025-09-18 03:46
Core Viewpoint - Jeffrey Gundlach, known as the "Bond King," believes that a 25 basis point rate cut by the Federal Reserve is appropriate, but warns that any aggressive easing policy could trigger inflation [1] Group 1: Economic Indicators - Recent employment growth data has been revised downward, indicating a chaotic labor market [1] - Gundlach anticipates that the Federal Reserve will cut rates again in the October meeting [1] Group 2: Monetary Policy Outlook - There is a risk of excessive monetary easing, which could lead to a scenario of negative real interest rates in the U.S. [1]