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美国联邦基金利率期货市场反映的美联储降息预期(2025.12.24)
美国联邦基金利率期货市场反映的美联储降息预期(2025.12.24)
行业数据
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所属报告:
2025年三季度美国经济数据点评:美国经济的韧性与三重“K”型分化-251224(8页).pdf
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相关数据
市场预期美联储2026年9月加息(BP,截止7月17日)
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行业数据
2026-07-21
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美联储总资产下降,持有美国国债上升
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行业数据
2026-07-14
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美国联邦基金利率(%)
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行业数据
2026-07-10
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美联储点阵图及市场预期(截止7月3日)
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行业数据
2026-07-06
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市场预期美联储2026年10月加息(BP,截止7月3日)
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行业数据
2026-07-06
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图表21美国联邦基金利水变化
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行业数据
2026-07-02
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市场风险集中在2027Q1之后,通胀与两党共同驱使美联储向紧缩
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行业数据
2026-06-25
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市场预期美联储2026年底加息一次(BP,截止6月12日)
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行业数据
2026-06-15
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美联储点阵图(2026年3月18日)
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行业数据
2026-06-15
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美国联邦政府利息支出超过2024年军费
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行业数据
2026-06-01
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美联储加息是2000年科技股泡沫破灭的重要因素
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行业数据
2026-06-01
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市场预期美联储2026年底加息一次(BP,截止5月22日)
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行业数据
2026-05-25
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美联储理事米兰于2026年3月的报告中提供了15项可实施的缩表方法
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行业数据
2026-05-25
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图7、2015年以来,两轮较为显著的人民币升值周期均发生在中国PMI扩张和美联储低息背景下
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行业数据
2026-05-19
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市场预期美联储2026年、2027年均维持利率不变(BP,截止5月9日)
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2026-05-11
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我们维持 2026 年美联储降息 2-3 次的判断。2025 年三季度美国经济数据公布后,美国经济软着陆预期进一步升温,美联储降息预期有所降温,但美国联邦基金利率期货市场反映,目前仍维持全年 2 次的降息预期。我们也维持 2026 年 2-3 次降息的判断,虽然美国经济韧性较强,但是劳动力市场出现结构性、持续性走弱迹象,同时美联储主席换届会对降息有一定的助推作用,预防式降息周期仍将持续。
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2025年三季度美国经济数据点评:美国经济的韧性与三重“K”型分化-251224(8页).pdf
2025年以来美国设备投资和知识产权产品投资
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