招商證券：預計美聯儲降息將在 Q4 實施 美聯儲或將在明年實施 QE5

金十數據
2023.05.04 01:49
金十數據 5 月 4 日訊，招商證券研報指出，美聯儲宣佈加息 25BP，維持 950 億美元/月縮表計劃，符合市場預期。目前，市場預計 9 月開始降息，這種預判過於激進了，我們預計降息將在 Q4 實施，甚至 12 月的概率更高。預計美聯儲或將在明年實施 QE5，但與 QE3 類似，此輪 QE 的直接目標並非壓低美債收益率，因此 QE 的結果未必推升各類資產價格。
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