杰富瑞：美联储预计今年将降息两次，可能降息三次

Group 1 - Jefferies continues to expect the Federal Reserve to implement two rate cuts of 25 basis points each this year [1] - The firm believes that factors such as the fading impact of tariffs and the Trump administration's focus on affordability will drive down U.S. inflation, presenting downside risks in the second half of the year [1] - Jefferies also anticipates that economic growth will "moderately weaken," which could lead to the possibility of three rate cuts instead of two [1] Group 2 - Data from the London Stock Exchange Group indicates that the U.S. money market currently reflects expectations of approximately 60 basis points in rate cuts this year [1]