BNP Paribas Outlook for 2025: The Federal Reserve is expected to remain on hold throughout the year, and U.S. yields are set to rise

華爾街見聞
2024.12.12 19:48
法國巴黎銀行週四發佈的 2025 年展望報告顯示，美國國債收益率料將上升，強美元之下，兑歐元將達到平價。該行預計，隨着即將上任的特朗普政府提出的關税措施生效，美國通脹率將從明年年中開始回升，促使美聯儲 2025 年全年均按兵不動。該行的美洲宏觀策略主管 Calvin Tse 表示，建議客户明年繼續低配美國國債，因為他們預計，經濟軟着陸之後，通脹將從 2025 年年中開始加速，10 年期國債收益率年底將在 4.65%。Tse 還表示，目前預計明年通脹更高、美聯儲更鷹派。
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