就业数据公布后,交易员仍坚持押注2026年降息两次
Sou Hu Cai Jing·2025-12-16 13:55

Core Viewpoint - The market remains optimistic about the Federal Reserve lowering interest rates twice in 2026, despite initial reactions to non-farm employment and retail sales data showing a pullback [1] Group 1: Employment Data - Delayed employment data due to government shutdown has created limitations, leading to a reduction in optimism regarding last month's unexpected job growth [1] Group 2: Market Expectations - Current market expectations for rate cuts are more dovish than the Federal Reserve's own stance, indicating a divergence in outlook [1]