策略师:美联储抗通胀战争接近终点,关税的通胀影响料在下半年逐渐消退

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Odaily星球日报讯 罗素投资高级投资策略师 BeiChen Lin 在报告中表示,尽管还未完全胜利,但美联储抗击通胀的终点线似乎已经进入视野之中。他指出,劳动力市场趋于平衡,有助于压制服务业通胀;而且到今年下半年,关税带来的通胀推动力预计将逐步消退。此外,美国房地产市场活动仍然低迷,这也将有助于控制通胀压力。Lin 认为,即便美国经济今年可能维持趋势性增长,甚至略高于趋势水平,通胀在今年及明年仍有望保持良性、可控的状态。(金十)

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