摩根大通朱海斌:2024年美国经济大概率下行 并可能衰退
凡心落幕
发表于 2023-12-25 11:28:18
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朱海斌称,市场普遍预计美联储明年不会加息,焦点在于何时降息及幅度。
“按照摩根大通美国团队的预测,美国可能在明年6月份左右开始降息,累计会降125个基点。”
谈及美国财政赤字率走势,朱海斌指明年美国将面临来自货币和财政政策收紧的双重压力。
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