---
title: "高盛與花旗在通脹前景上存在分歧，美聯儲正在權衡其政策選項"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288839672.md"
description: "高盛和花旗在通脹問題上持有不同的觀點，因為美聯儲正在考慮其下一步政策。高盛預計只有到 2026 年底才會降息，理由是通脹持續、高能源價格和強勁的勞動力市場。相反，花旗則認為通脹是行業特定且暫時的，缺乏廣泛的傳播。這一分歧突顯了圍繞美聯儲政策的不確定性，這將對債券收益率、抵押貸款利率和投資者策略產生重大影響"
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)
---

# 高盛與花旗在通脹前景上存在分歧，美聯儲正在權衡其政策選項

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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