中信证券:预计美联储下半年降息 1 次 25 基点

ChainCatcher 消息,据金十报道,中信证券研报称,2026 年 4 月美国新增非农就业人数高于预期,失业率 4.3% 符合预期。该行认为 4 月数据较前两月更能反映当前美国就业市场状态,主要由于一次性因素减少和企业回复率较高。美联储货币政策方面,若伊朗局势缓和、油价回落带动通胀预期降温,下半年基准情形为降息 1 次 25 基点。
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