Odaily星球日报讯 高盛首席经济学家 Jan Hatzius 仍然相信，美联储将实现其此前发出的将在年底前实现两次降息的暗示，特别是在上周公布了一份弱于预期的就业报告之后。他预计，这种情况将在 2025 年上半年持续。 Hatzius 在上周日发表的一份报告中表示，“我们预计美联储将在 2025 年上半年连续降息四次，最终利率将降至 3.25%-3.5%，但我们对明年美联储的降息速度和最终目标都存在更大的不确定性，”他补充说，他的预测比市场共识高出约 50 个基点。（金十）

Odaily星球日报讯 高盛首席经济学家 Jan Hatzius 仍然相信，美联储将实现其此前发出的将在年底前实现两次降息的暗示，特别是在上周公布了一份弱于预期的就业报告之后。他预计，这种情况将在 2025 年上半年持续。Hatzius 在上周日发表的一份报告中表示，“我们预计美联储将在 2025 年上半年连续降息四次，最终利率将降至 3.25%-3.5%，但我们对明年美联储的降息速度和最终目标都存在更大的不确定性，”他补充说，他的预测比市场共识高出约 50 个基点。（金十）

高盛：坚信美联储今年仍将降息两次，明年上半年将连降四次

Odaily Planet Daily Report: Goldman Sachs chief economist Jan Hatzius still believes that the Federal Reserve will achieve its previous hint of two rate cuts by the end of the year, especially after the release of a weaker-than-expected employment report last week. He expects this situation to continue in the first half of 2025. Hatzius said in a report last Sunday that "We expect the Federal Reserve to cut rates four times in a row in the first half of 2025, with the final rate reaching 3.25%-3.5%, but we have greater uncertainty about the pace and ultimate target of the Federal Reserve's rate cuts next year," he added that his forecast is about 50 basis points higher than the market consensus. (Gold Ten)

Odaily Planet Daily News: Goldman Sachs chief economist Jan Hatzius still believes that the Federal Reserve will achieve its previous hint of two rate cuts by the end of the year, especially after the release of a weaker-than-expected employment report last week. He expects this situation to continue in the first half of 2025. Hatzius said in a report last Sunday that "We expect the Federal Reserve to cut rates four times in a row in the first half of 2025, with the final rate reaching 3.25%-3.5%, but we have greater uncertainty about the pace and ultimate target of the Federal Reserve's rate cuts next year," he added that his forecast is about 50 basis points higher than the market consensus. (Gold Ten)

Goldman Sachs: We firmly believe that the Federal Reserve will cut interest rates twice this year and four times in the first half of next year

Odaily Planet Daily Report: Shelton Capital Management's Shelton Tactical Credit Fund portfolio manager Jeffrey Rosenkranz said that the October employment report last Friday helped refute concerns that the Federal Reserve's aggressive rate cut in September may have been premature. That is, based on CME data, he does not fully believe that there will be two more 25-basis-point rate cuts by the end of the year, even as interest rate futures traders have started to expect such an outcome. Although Powell will almost certainly be asked about the election, or how the rise in US Treasury yields will affect their thinking, Rosenkranz expects Powell is likely to dissent. (Gold Ten)

Institution: The Fed's December rate cut is not a done deal

Odaily Planet Daily reported that former Kansas City Fed President George said that it would be difficult to accept a pause in rate cuts in November. In an interview, George said, "If they skip this meeting, what's the explanation? Given that they cut rates by 50 basis points in September, you really need a story to explain why you're going to skip the meeting, or explain why you want to slow the pace of rate cuts." George expects the Fed to cut rates by 25 basis points this week and predicts that Powell will explain in the post-meeting press conference that the Fed decided to cut rates even with a strong economy to maintain that performance, echoing Powell's comments on September 30. George said: "I think what we're going to hear is: 'We want to keep it that way, we don't want to see the economy slow down.'"

Former Kansas City Fed President George: It will be difficult to accept a pause in interest rate cuts in November, and a 25 basis point rate cut is expected this week

Odaily Planet Daily News: The Federal Reserve's November interest rate decision will be announced this Friday at 3:00 am, with about 3 days and 10 hours left until the next FOMC meeting. According to the CME "Fed Watch", the probability of the Federal Reserve cutting by 25 basis points in November is 99.8%, and the probability of keeping the current interest rate unchanged is 0.2%.