--- title: "大摩：預計美聯儲下次降息週期推遲至明年 3 月" description: "摩根士丹利分析師發表報告，將美聯儲下一次降息的預期時間推遲到明年，理由是關税帶來通脹風險。大摩稱，考慮到未來幾個月通脹可能受到明顯的推高，現在取消了今年 6 月份降息的預期，現在預計下一個降息週期將從明年 3 月開始，最終利率為 2.5% 至 2.75%。報告指出，美聯儲將很難無視近期的通脹上行，並快速放鬆政策，當然這取決於經濟是否仍處於温和增長的環境中。如果如此，美聯儲需要看到對商品價格的推動是" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/234370681.md" published_at: "2025-04-03T09:13:05.000Z" --- # 大摩：預計美聯儲下次降息週期推遲至明年 3 月 > 摩根士丹利分析師發表報告，將美聯儲下一次降息的預期時間推遲到明年，理由是關税帶來通脹風險。大摩稱，考慮到未來幾個月通脹可能受到明顯的推高，現在取消了今年 6 月份降息的預期，現在預計下一個降息週期將從明年 3 月開始，最終利率為 2.5% 至 2.75%。報告指出，美聯儲將很難無視近期的通脹上行，並快速放鬆政策，當然這取決於經濟是否仍處於温和增長的環境中。如果如此，美聯儲需要看到對商品價格的推動是暫時的。 智通財經 APP 獲悉，摩根士丹利分析師發表報告，將美聯儲下一次降息的預期時間推遲到明年，理由是關税帶來通脹風險。大摩稱，考慮到未來幾個月通脹可能受到明顯的推高，現在取消了今年 6 月份降息的預期，現在預計下一個降息週期將從明年 3 月開始，最終利率為 2.5% 至 2.75%。 報告指出，美聯儲將很難無視近期的通脹上行，並快速放鬆政策，當然這取決於經濟是否仍處於温和增長的環境中。如果如此，美聯儲需要看到對商品價格的推動是暫時的。 ### Related Stocks - [MS.US - 摩根士丹利](https://longbridge.com/zh-HK/quote/MS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Morgan Stanley holds 1.65% of total voting rights in HelloFresh SE through instruments | Morgan Stanley has reduced its voting rights in HelloFresh SE from 3.51% to 1.65%, marking a decrease of 1.55 percentage | [Link](https://longbridge.com/zh-HK/news/271943114.md) | | ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports | Feb 20 (Reuters) - ConocoPhillipsis exploring a sale of some of its Permian Basin assets as part of a broader streamlini | [Link](https://longbridge.com/zh-HK/news/276478732.md) | | IronBridge Private Wealth LLC Has $905,000 Holdings in Apple Inc. $AAPL | IronBridge Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 77.3% in Q3, holding 3,555 shares valued | [Link](https://longbridge.com/zh-HK/news/276436345.md) | | Financial Advocates Investment Management Lowers Stock Position in Meta Platforms, Inc. $META | Financial Advocates Investment Management reduced its stake in Meta Platforms, Inc. by 66.7% in Q3, now holding 2,343 sh | [Link](https://longbridge.com/zh-HK/news/276432394.md) | | Rocket Lab Corporation $RKLB Stock Holdings Increased by Vanguard Group Inc. | Vanguard Group Inc. increased its stake in Rocket Lab Corporation (NASDAQ:RKLB) by 5.4% in Q3, owning 41.8 million share | [Link](https://longbridge.com/zh-HK/news/276451972.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。