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Global2 hours ago

JULIUS BAER SEES FINAL FED HIKE IN DECEMBER

Julius Baer expects the Fed to deliver one final 25bp rate hike in December, followed by an extended pause. The bank points to a cooling U.S. labor market and sharply tighter financial conditions, driven more by rising long-term Treasury yields and a stronger dollar than by higher short-term rates. December is now seen as the most likely window for the final hike.

AI Take

Neutral

연준의 12월 마지막 금리 인상 전망은 금리 경로에 대한 시장 기대에 영향을 줄 수 있습니다. 장기 국채 금리와 달러 강세, 미국 고용시장 둔화가 언급됐습니다.

#율리우스 베어#연준#금리 인상
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Sources (3)

  • TelegramWalter Bloomberg19:10
  • TelegramMarket Feed19:11
  • X@firstsquawk19:10

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