Odaily星球日报讯 普信集团的分析师布莱丽娜・乌鲁西在一份报告中表示，美联储的政策近期可能会保持不变，但 2025 年的前景更具不确定性。这位美国经济学家称：“传统上，一旦行政部门公布财政政策，美联储就会将其纳入考虑范围。”乌鲁西表示，在 12 月的美联储会议上，预计联邦公开市场委员会会意识到经济和通胀前景的不确定性增加，这将影响货币政策的未来路径。（金十）

普信集团：美联储的政策近期可能会保持不变

Odaily Odaily: Brylina Ulusi, an analyst at T. Rowe Price Group, said in a report that the Fed&#39;s policy may remain unchanged in the near term, but the outlook for 2025 is more uncertain. The American economist said: &quot;Traditionally, once the executive branch announces fiscal policy, the Fed will take it into account.&quot; Ulusi said that at the December Fed meeting, the Federal Open Market Committee is expected to realize the increased uncertainty in the economic and inflation outlook, which will affect the future path of monetary policy. (Jinshi)

T. Rowe Price: Fed policy likely to remain unchanged in near term

Odaily Planet Daily reported that TD Securities said that after Trump's victory, the latest market reaction indicates that the market expects a combination of tax cuts and tariffs, which will push up the Federal Reserve's neutral interest rate. We are revising our forecast for the Federal Reserve, as rising inflation will slow the pace of rate cuts in 2025. We now expect the Federal Reserve to cut rates by 25 basis points in November, December and January, and then pause rate cuts in March. The Federal Reserve will continue the "rate cut-pause-rate cut" pace in 2025, and by the end of 2025, the interest rate will be lowered to 3.5%, which is higher than the previous expectation of 3.0%. In the first half of 2026, the Federal Reserve will cut rates to 3.0%, which means we do not see any changes in the neutral interest rate, only that the Federal Reserve will reach there later. (Gold Ten)

TD Securities: The Fed will reach a neutral interest rate later

Odaily Planet Daily Report: "Fed Mouthpiece" Nick Timiraos wrote that Federal Reserve officials are now facing a question of whether the election results will lead to meaningful changes in economic demand or inflation, requiring a different policy path. Timiraos said that officials will not change their policy stance until they understand the president-elect Trump's reform proposals on taxes, tariffs and immigration. However, if the Republican Party also wins control of both houses of Congress, they may begin to modify some of the basic assumptions at the December meeting. (Gold Ten)

Fed mouthpiece: If Republicans control both houses of Congress, the Fed may revise its basic assumptions in December

Odaily Planet Daily Report: In a report, Jane Foley, a foreign exchange strategist at Rabobank, said that due to the uncertainty surrounding the policies proposed by Trump after his victory in the US presidential election, the US dollar is unlikely to continue its upward trend. The scale and extent of Trump's policies still have a "large" degree of uncertainty, and the international impact and the policy responses of other countries may even have greater uncertainty. "In general, it is still too early to draw conclusions about the impact of Trump's policies, which has led investors to be temporarily unwilling to extend the upward trend of the US dollar." (Gold Ten)