智通财经APP获悉，杰富瑞近期发布美国银行业报告，针对H.8贷款数据及利率更新进行点评。截至12月17日，美联储每周H.8数据显示，2025年第四季度至 今(4QTD)，未年化的环比平均贷款增长1.4%，高于10年同期历史均值1.1%，且与2025年第三季度录得的1.3%增幅持平。 含非存款类金融机构(NDFI)的工商贷款(C&I)第四季度至今未年化增长2.1%，高于该类别10年同期历史趋势(含NDFI)的0.7%。商业房地产贷款(CRE)第四季 度至今未年化增长0.7%，低于其10年同期历史趋势的1.4%。 | Data through: | Federal Reserve H.B Loan Data - Quarter Sequential Change (% Unannualized, NSA) | | | | | | | | 12/17/2025 | EOP | Avg | Prior Week | Avg. | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | AVE AVE ...

Core Viewpoint - Bank of America has revised its outlook for Federal Reserve policy, now anticipating a rate cut in December [1] Group 1 - The adjustment in the Federal Reserve's policy outlook reflects changing economic conditions and market expectations [1] - The expectation of a December rate cut indicates a shift in monetary policy that could impact various sectors [1] - This change may influence investor sentiment and market dynamics leading up to the end of the year [1]

It's time now for the big picture. So, let's welcome in Colin Martin, head of fixed income research and strategy, Schwab, Center for Financial Research. Okay, so as we've been saying, uh we we're seeing things looking a little bit sort of directionless without all the data, but we do have a little bit of information coming out today.We've got some FOMC minutes. We continue to get the Fed speak coming in thick and fast. And then obviously tomorrow, we'll start to get the trickling in um of all this official ...