德維集團CEO預測美聯儲將因通脹放緩而降息
德維集團的首席執行官奈傑爾·格林預測,美國聯邦儲備系統將會因應二月份通脹放緩而減息。根據格林的說法,這個月的通脹報告為政策制定者提供了必要的依據,以便作出這樣的決定。
根據最新的美國消費者物價指數(CPI)數據,通脹率已經下降至2.8%,相比一月份的3%有所減少。按月計算,通脹的增幅僅為0.2%,這比上個月的0.5%增幅顯著減少。
格林指出,通脹的走向並不簡單。服務成本正在下降,但工資增長的速度卻超出預期。主要行業的勢頭正在減弱,近期通脹預期也有所上升。
由於特朗普總統的關稅威脅,貿易戰的潛在風險進一步複雜化了局勢。格林警告說,這種衝突可能會提高消費者價格,同時減緩經濟增長。這種通脹壓力與經濟放緩的結合使美聯儲面臨困難的局面。
格林主張,降息應儘早實施,以避免進一步的經濟損害。他相信,美聯儲將會採取行動,因為等待可能會導致政策失誤,進一步引發經濟衰退。
他進一步解釋說,美聯儲需要發揮主導作用。儘管美聯儲已經表明其依賴數據的政策方向,格林認為數據已經相當明確:通脹放緩,經濟減速,保持高利率的風險超過了過早放鬆的風險。
一個精心規劃的降息周期可以為潛在的衝擊提供緩衝,並確保通脹預期保持穩定。
對於投資者來說,這一快速變化的局勢可能會使利率敏感的行業(如科技、房地產和消費品)受益,因為借貸成本的降低會促進這些行業的增長。固定收益投資者應該為潛在的債券反彈做好準備,尤其是在長期資產方面,這些資產可能會因美聯儲政策的轉變而受益。
隨著利率差異的變化,貨幣市場可能會對美元施加新的壓力,這可能使新興市場資產更具吸引力。像石油和工業金屬等商品也可能會因需求預期的變化而出現更大的波動,尤其是在貿易緊張局勢升級的情況下。
格林總結道,全球最大的經濟體正在放緩,通脹的路徑充滿不確定性,而維持高利率的風險正在增加。他預期美聯儲將果斷行動以確保穩定。預期這一轉變並相應調整投資策略的投資者,可能會從市場動態的變化中獲益。格林相信,降息即將來臨,早行動者將最有可能獲得好處。
這篇文章顯示了當前經濟環境的複雜性,特別是在通脹與經濟增長之間的微妙平衡。格林的觀點強調了政策制定者在應對不確定性時所面臨的挑戰,這也提示投資者需要靈活應對市場變化。面對未來,投資者應該密切關注經濟數據與政策動向,以便抓住潛在的投資機會。
以上文章由特價GPT API KEY所翻譯及撰寫。

![ultra-sharp close-up portrait of a woman [image uploaded] with soft, fair, luminous skin, natural rosy blush across her cheeks and nose. she has large, expressive brown eyes with subtle warm eyeshadow, soft eyeliner, and long defined lashes. her lips are glossy with a natural pink tint. her dark brown hair is styled in a voluminous messy updo with loose, wispy tendrils framing her face, creating a soft, youthful look. lighting is bright, warm, and natural, coming from the side window, casting gentle highlights on her skin and hair. she wears a red sleeveless top, layered delicate pearl necklaces, and a single visible red earring with gold detailing. background features a softly lit indoor space with curtains and a window showing blue sky, creating a fresh, airy mood. overall aesthetic is modern beauty photography with clean color tones, perfect skin texture, and high-end editorial styling. negative prompt: distorted face, unnatural freckles, incorrect hair texture, uneven lighting, heavy makeup, washed-out colors, low resolution, cluttered background, incorrect accessories, over-retouching, harsh shadows.](https://ssfuture.shop/wp-content/uploads/ai_gen_1766008395-300x201.png)
![Ultra-realistic high-fashion studio portrait of a woman [image uploaded], vertical composition, framed from mid-chest to top of head. Camera at eye level, straight-on angle with a very slight head tilt to the subject’s left. Posture & pose: upright posture, shoulders relaxed. Left shoulder slightly forward, creating a gentle diagonal line across the collarbones. Arms relaxed out of frame, fur wrap resting naturally over the shoulders. Expression: calm, elegant, and composed. Soft neutral gaze directly into the camera, slightly parted lips with a subtle natural gloss. No smile, refined and confident mood. Face & skin: smooth fair skin with realistic texture and pores, soft luminous finish (not plastic or airbrushed). Rosy blush concentrated on the apples of the cheeks. Natural highlight on nose bridge, cheekbones, and collarbones. Eyes & makeup: large almond-shaped eyes, cool gray-brown irises. Long curled lashes, soft eyeliner, muted rose eyeshadow blended outward. Straight natural brows with gentle arch. Hair: short black bob cut just above the shoulders, slightly wavy ends. Center part with soft wispy strands framing the face. Large black satin bow tied at the back of the head, visible above the crown. Accessories: silver floral drop earrings with dangling details. Matching silver statement necklace with a central floral pendant resting at the upper chest. Clothing & styling: beige satin slip dress with thin spaghetti straps, smooth fabric with subtle sheen. Black faux-fur stole draped loosely around both shoulders, adding contrast and texture. Background: clean seamless light gray to off-white studio backdrop, evenly lit with no visible texture or distractions. Lighting: soft diffused beauty lighting from the front and slightly above eye level. Gentle fill light to reduce shadows, subtle rim light outlining hair and shoulders. Balanced highlights without overexposure. Color palette: neutral beige, black, silver, soft pink skin tones, minimal and elegant. Camera & settings: full-frame DSLR or mirrorless, 85mm lens, f/2–f/2.8, ISO 100, high sharpness on eyes, shallow depth of field. Image quality: ultra-high resolution, professional fashion photography, crisp details, natural skin realism. Strictly photorealistic human portrait — no illustration, no anime, no CGI, no digital painting, no doll-like skin.](https://ssfuture.shop/wp-content/uploads/ai_gen_1766038643-300x300.png)