摩根资管:预测美联储至少在今年上半年继续维持利率不变
Sou Hu Cai Jing·2026-01-29 02:24
Core Viewpoint - Morgan Asset Management predicts that the Federal Reserve will maintain interest rates unchanged at least until the first half of 2026 [1] Group 1: Economic Outlook - The firm expects inflation to accelerate again around mid-2026, reaching its peak due to fiscal stimulus supporting spending and the transfer of tariff costs [1] - Hiring activity is anticipated to receive a temporary boost, alongside weak growth in labor supply, which should help keep the unemployment rate in check [1]