JPMorgan: Perspektywy ponownego otwarcia rządu USA, zmniejszenie presji na ryzyko rynkowe
By: theblockbeats.news|2025/11/11 16:20:26
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BlockBeats News, 11 listopada - Mohit Kumar, globalny ekonomista w Jefferies, stwierdził, że perspektywa ponownego uruchomienia rządu USA wyeliminowałaby wiele ryzyk na rynku, co powinno zwiększyć ryzyko aktywów. "Ponieważ Senat przyjął ustawę o ograniczeniu wydatków, w tym tygodniu prawdopodobnie zakończy się zamknięcie rządu"
Kumar wskazał w raporcie. Uważa on, że po zakończeniu likwidacji pozycji, usunie to jedną z przeszkód dla ryzykownych aktywów, ale niepewność pozostaje wokół polityki Fed. Jeśli późniejsze dane nie będą wystarczające, aby udowodnić słaby rynek pracy, Fed może odroczyć obniżenie stóp procentowych w grudniu.
Według danych z London Stock Exchange Group, rynek pieniężny przewiduje obecnie 64% prawdopodobieństwo obniżenia kursu o 25 punktów bazowych przez Fed w grudniu. (FXStreet)
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