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高盛:美聯儲鷹派陣營被安撫,未來寬鬆取決於勞動力市場
12 月 11 日,高盛分析师 Kay Haigh 表示,美联储已经走到了「预防性降息」的终点。她认为:「接下来的责任在于劳动力市场数据必须进一步走弱,才能证明额外的近期宽松政策是合理的。投票委员的『硬异议』以及『点阵图』中出现的『软异议』突显了美联储的鹰派阵营,而声明中重新加入关于未来政策决定的『程度和时机』措辞,很可能是为了安抚他们。虽然这为未来降息留下了可能性,但劳动力市场的疲软必须达到较高的门槛。」(金十)