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華泰證券:維持聯儲 9 月- 12 月兩次預防式降息的判斷

Jul 04, 2025 08:44:31

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ChainCatcher 消息,華泰證券表示,6 月新增非農數據再超預期,美聯儲 7 月降息概率進一步下降,但考慮到關稅、移民放緩對三季度新增就業的拖累,我們維持聯儲 9 月- 12 月兩次預防式降息的判斷。

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