---
title: "高盛与花旗在通胀前景上存在分歧，美联储正在权衡其政策选项"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/288839672.md"
description: "高盛和花旗在通胀问题上持有不同的观点，因为美联储正在考虑其下一步政策。高盛预计只有到 2026 年底才会降息，理由是通胀持续、高能源价格和强劲的劳动力市场。相反，花旗则认为通胀是行业特定且暂时的，缺乏广泛的传播。这一分歧突显了围绕美联储政策的不确定性，这将对债券收益率、抵押贷款利率和投资者策略产生重大影响"
datetime: "2026-06-05T09:39:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288839672.md)
  - [en](https://longbridge.com/en/news/288839672.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288839672.md)
---

# 高盛与花旗在通胀前景上存在分歧，美联储正在权衡其政策选项

Goldman’s cautious stance: Goldman Sachs expects rate cuts only by late 2026, citing persistent inflation, elevated energy prices, and a strong labor market. Citi’s narrower view: Citi argues inflation is limited to a few sectors and lacks the broad-based spread seen in past cycles, suggesting it may be temporary. Why it matters: The Fed’s policy path could hinge on whether inflation proves persistent or fades, shaping bond yields, mortgage rates, and investor strategies.

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