高盛将美联储降息预期推迟至 2026 年 12 月，通胀压力成主因
ChainCatcher 消息，高盛将美联储下两次降息预测推迟至 2026 年 12 月及 2027 年 3 月。报告指出，能源成本传导可能使 2026 年全年核心个人消费支出（PCE）通胀维持在 3% 附近，高于美联储 2% 的目标。此前国际货币基金组织（IMF）也预测核心 PCE 最早 2027 年初才会回到 2%。
高盛美国经济学家认为，月度数据降温与劳动力市场走弱需先于降息出现。美联储于 4 月 29 日将联邦基金利率维持在 3.50% 至 3.75%，该次会议出现四张反对票，为 1992 年以来最多。据 CME FedWatch 数据，市场对 6 月 17 日会议维持利率不变的概率达 93.4%。高盛资产管理的 Lindsay Rosner 此前表示，鹰派可能在 6 月 FOMC 会议上占据上风。对加密市场而言，降息推迟收紧了流入风险资产的流动性，美元走强倾向压制加密资产估值。
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