瑞银预计美联储至2026年一季度或累计降息75个基点

Core Viewpoint - The Federal Reserve announced a 25 basis point interest rate cut on September 17, marking its first cut of the year, with expectations of further cumulative cuts by 75 basis points by Q1 2026 [1] Group 1: Federal Reserve Actions - The Federal Reserve is likely to prioritize the weak labor market over the potential temporary rise in inflation [1] - In a downside scenario, if labor market weakness proves to be more severe or prolonged, the Fed may cut rates by 200 to 300 basis points, potentially lowering rates to 1.0% to 1.5% [1] Group 2: Investment Implications - Given the current economic context, it is considered a good time to reassess cash allocations [1]