“明年美联储可能降息两次”

Core Viewpoint - Goldman Sachs Asset Management released its 2026 investment outlook report, indicating a divergence in central bank policies across major markets [1] Group 1: U.S. Market - The labor market is weak, leading Goldman Sachs to predict that the Federal Reserve may cut interest rates twice in 2026 [1] Group 2: European Market - The European Central Bank is likely to maintain interest rates at current levels for the foreseeable future [1] - The Bank of England may resume rate cuts in December due to improving inflation, a relatively weak labor market, and potential tax increases [1] Group 3: Japanese Market - High inflation and strong growth in Japan may prompt the Bank of Japan to raise interest rates [1] - Recent political changes and a shift towards expansionary fiscal policy further reinforce this direction [1]