鲍威尔令12月降息前景黯淡,大摩:劳动市场的放缓仍可能是降息理由
Ge Long Hui A P P·2025-10-30 10:20

Core Viewpoint - The uncertainty surrounding a potential interest rate cut in December, as expressed by Powell, may lead to increased skepticism about future policy directions in the market [1] Group 1 - Jim Caron, Chief Investment Officer of Morgan Stanley Investment Management's Portfolio Solutions, highlights that the market is questioning the likelihood of a rate cut in December, which raises doubts about the possibility of rates dropping to 3% by 2026 [1] - Caron notes that a slowdown in the labor market could provide justification for a rate cut in December, but he believes this will not alter the overall direction of the current situation [1]

鲍威尔令12月降息前景黯淡,大摩:劳动市场的放缓仍可能是降息理由 - Reportify