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cover of episode Single Best Idea with Tom Keene: Jordan Rochester & Nancy Lazar

Single Best Idea with Tom Keene: Jordan Rochester & Nancy Lazar

2025/5/28
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Jordan Rochester: 我认为美联储今年不会降息。尽管史蒂夫预测GDP增长为1.5%，通胀率为3.5%，名义利率为5%，但美联储仍将关注3.5%的通胀率。除非劳动力市场出现显著疲软，否则美联储不会降息。市场倾向于认为加息的可能性不大，并持续预期降息。因此，我认为市场对降息的预期过高，尤其是对明年的降息预期。基于此，我建议做多前端利率平缓交易，即做空今年的降息预期，做多明年的降息预期，从而实现收益率曲线的平缓。此外，我还预测欧元兑美元汇率将升至1.20，尽管不会立即发生，但预计在2020年将走强。

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jordan Rochester & Nancy Lazar

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