高盛:仍然认为美联储降息的动机与我们对美元进一步下行的前提是一致的
Sou Hu Cai Jing·2025-11-03 04:34
Core Viewpoint - The Federal Reserve Chairman Jerome Powell indicated that a rate cut in December is not guaranteed, contrary to investor expectations [1] Group 1: Federal Reserve's Monetary Policy - Following the October monetary policy meeting, Powell's comments suggest uncertainty regarding future rate cuts [1] - Goldman Sachs strategists believe that the motivation for a rate cut aligns with their expectation of a further decline in the US dollar, as the US economy is not expected to perform as strongly as before [1]