A few days ago, I attended a financial conference with a large collection of some of the most powerful and savvy asset managers in America. When asked to vote about the likely path of US interest rates, almost two-thirds of the participants suggested that the Federal Reserve would cut rates this year, rather than keep them neutral (or raise them).
幾天前,我與美國一些最有影響力且最精明的資產經理們一道參加了一個金融會議。在被要求就美國利率的可能走勢發表意見時,近三分之二的與會者認為,美聯儲(Fed)今年將降息,而不是讓利率保持不升不降(或者加息)。
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