重发-野村证券追随全球同业改变此前看法，预测美联储本周降息

路透中文12-08

重发-野村证券追随全球同业改变此前看法，预测美联储本周降息

重发以改正标题中的错字

路透12月8日 - 日本野村证券（Nomura）预计，美国联邦储备理事会(美联储/FED)将在本周的政策会议上降息，与全球同业一道，改变了此前对美联储将维持利率不变的预期。

野村证券预计，美联储将在今年最后一次政策会议上降息 25 个基点。

野村的策略师在 12 月 5 日的一份报告中表示："……已有足够多的鸽派信号，使美联储的中间派可以为额外的‘风险管理式降息’找到理由。"不过，野村也指出，“12 月的决定仍然存在很大不确定性”，这一观点与多家顶级券商的看法一致。"我们预计将有四位鹰派人士反对降息决定。我们还预计理事米兰持鸽派反对意见，赞成降息 50 个基点。"

包括摩根大通（J.P. Morgan）和摩根士丹利（Morgan Stanley）在内的全球券商最近扭转了他们的看法。他们现在预计美联储将降低借贷成本，而不是之前预测的按兵不动。

2026 年，野村仍预计美联储将在新任主席的领导下于明年 6 月和 9 月各降息 25 个基点。

摩根士丹利和摩根大通预计，美联储将在明年 1 月份再次降低借贷成本。

根据 CME FedWatch Tool，交易员目前预期12 月 9-10 日货币政策会议上降息25个基点的可能性为 87.2%。(完)

(编审张涛)

((tao.zhang@thomsonreuters.com; 86-10-56692071))

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Morgan）和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>（<a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a>）在内的全球券商最近扭转了他们的看法。他们现在预计美联储将降低借贷成本，而不是之前预测的按兵不动。</p><p>2026 年，野村仍预计美联储将在新任主席的领导下于明年 6 月和 9 月各降息 25 个基点。</p><p>\n<span>摩根士丹利</span>和<span>摩根大通</span>预计，美联储将在明年 1 月份再次降低借贷成本。</p><p>根据 CME FedWatch Tool，交易员目前预期12 月 9-10 日货币政策会议上降息25个基点的可能性为 87.2%。(完)</p><p>(编审 张涛)</p><p>((tao.zhang@thomsonreuters.com; 86-10-56692071))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251208:nL6S3XE0H1:2","article_id":"2589338944","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589338944","pubTimestamp":1765181832,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"日本野村证券预计，美国联邦储备理事会将在本周的政策会议上降息，与全球同业一道，改变了此前对美联储将维持利率不变的预期。2026 年，野村仍预计美联储将在新任主席的领导下于明年 6 月和 9 月各降息 25 个基点。摩根士丹利和摩根大通预计，美联储将在明年 1 月份再次降低借贷成本。根据 CME FedWatch Tool，交易员目前预期12 月 9-10 日货币政策会议上降息25个基点的可能性为 87.2%。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4127":"投资银行业与经纪业","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4516":"特朗普概念","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4504":"桥水持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4588":"碎股","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4534":"瑞士信贷持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4585":"ETF&股票定投概念","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"translate_title":"Reissue-Nomura Securities follows global peers to change their previous views, predicting the Federal Reserve will cut interest rates this week","themeId":"b56d2d450407d9ad9b2a13e318f55cc4","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"重发-野村证券追随全球同业改变此前看法，预测美联储本周降息重发以改正标题中的错字\n路透12月8日 - \n    日本野村证券（Nomura）预计，美国联邦储备理事会(美联储/FED)将在本周的政策会议上降息，与全球同业一道，改变了此前对美联储将维持利率不变的预期。\n\n    野村证券预计，美联储将在今年最后一次政策会议上降息 25 个基点。野村的策略师在 12 月 5 日的一份报告中表示：\"……已有足够多的鸽派信号，使美联储的中间派可以为额外的‘风险管理式降息’找到理由。\"不过，野村也指出，“12 月的决定仍然存在很大不确定性”，这一观点与多家顶级券商的看法一致。\"我们预计将有四位鹰派人士反对降息决定。我们还预计理事米兰持鸽派反对意见，赞成降息 50 个基点。\"包括摩根大通（J.P. 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