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美联储如期将利率下调25个基点,鲍威尔:12月再降息并非板上钉钉
Sou Hu Cai Jing·2025-10-29 23:29

Group 1 - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 3.75%-4.00%, following a similar cut in September, aligning with market expectations [1] - There is a growing internal division within the Federal Open Market Committee (FOMC), with some members supporting a more aggressive rate cut while others advocate for maintaining the current rate [1] - Economic indicators show a slight increase in unemployment but remain low, and the September CPI was more moderate than expected, suggesting a continued moderate expansion of economic activity [1] Group 2 - Following Powell's statements, traders reduced the probability of a rate cut in December from 90% to 71%, leading to a decline in major U.S. stock indices [4] - The Federal Reserve will officially end its quantitative tightening process in December, with the redemption principal of mortgage-backed securities being reinvested into short-term government bonds [4] - Powell indicated that additional tariffs could raise inflation by up to 0.4 percentage points, although the impact is expected to be temporary and will take time to affect consumers [4]