美国经济与利率策略- 油价冲击对货币政策的风险：延后降息、加大降息幅度-US Economics and US Rates Strategy-Risks from oil price shocks on monetary policy Cut later and cut more

March 11, 2026 08:00 AM GMT US Economics and US Rates Strategy | North America Risks from oil price shocks on monetary policy: Cut later and cut more? The distribution of monetary policy outcomes is asymmetric. The Fed is more likely to cut later, or to cut later and by more, rather than abandon its easing altogether. For rates, as market pricing aligns with our economists' view, investors should stay neutral on UST duration and curve shape. Key Takeaways | M March 11, 2026 08:00 AM GMT US Economics and US ...