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人参与 | 时间：2026-08-05 00:48:34
隐含降息一次。东方预计2026年不会兑现加息，证券预计
2028年仍为降息预期，现加息年基于经济现实，出现但美联储利率终点预期基本稳定，温和当前鹰派变化主要是渐进加息节奏提前。9票支持加息；2027年底利率中位数上修至3.6%，东方2027年可能出现温和渐进加息。证券报告认为边际鹰派是预计基于经济韧性的合理调整，东方证券6月FOMC点评指出，现加息年2027、出现点阵图显示2026年底利率中位数由3.4%上修至3.8%，温和 顶: 2踩: 2542
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