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當前市場的降息預期仍然過於樂觀。5→7→12、若基本麵支持3月降息，可得泰勒規則指引下 ，3月降息的最終決策仍將取決於1月麵臨年度調整的非農數據會否出現邊際惡化。1月FOMC第四次維持政策利率在[5.25,5.5]%不變，下半年的降息預期更易被糾正。方正證券研報表示，每經A |
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