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高盛资管最新研判:美联储在2026年可能降息两次
Sou Hu Cai Jing·2025-11-18 03:08

Core Viewpoint - Goldman Sachs Asset Management's 2026 investment outlook report indicates a divergence in central bank policies across major markets, influenced by varying economic conditions [1] Summary by Relevant Categories Central Bank Policies - The report anticipates that the Federal Reserve may lower interest rates twice by 2026 due to a weak labor market [1] - The European Central Bank is expected to maintain its interest rates unchanged in the foreseeable future [1] - The Bank of England may resume rate cuts in December, influenced by improving inflation, a relatively weak labor market, and potential tax increases [1] - Japan's high inflation and strong growth may lead to an interest rate hike by the Bank of Japan, further supported by recent political changes and a shift towards expansionary fiscal policy [1]