Odaily星球日报讯 分析师安斯特指出，从经济增长和通货膨胀预期来看，描述的完全是软着陆情景：政策制定者对今年、明年以及 2026 年和 2027 年的增长中值预期均为 2%。预计通货膨胀将在明年基本恢复到目标水平——2025 年年底预计为 2.1%，2026 年为 2%。（金十）

市场评论：美联储经济预期描绘“软着陆”情景

Odaily Odaily analyst Ernst pointed out that from the perspective of economic growth and inflation expectations, the description is a completely soft landing scenario: policymakers expect median growth of 2% this year, next year, and in 2026 and 2027. Inflation is expected to basically return to the target level next year - 2.1% by the end of 2025 and 2% in 2026. (Jinshi)

Market Comment: Fed's Economic Forecast Depicts a "Soft Landing" Scenario

Odaily Planet Dai Report: The September global fund manager survey by Bank of America showed that market sentiment has improved for the first time since June, due to optimistic expectations of "Fed rate cuts = soft landing". (Jinshi)

Bank of America survey: Market sentiment improved for the first time since June due to optimistic expectations of "Fed rate cut = soft landing"

According to Odaily, the US Federal Reserve's interest rate decision (upper limit) as of September 18 is 5%, expected to be 5.25%, and the previous value was 5.50%. The Fed's dot plot shows that the expected federal funds rate at the end of 2024 is 4.4%, previously 5.1%. The Federal Reserve's first rate cut has led to a short-term rise of nearly $20 in spot gold, and the US dollar index DXY has fallen by 40 points in the short term. The FOMC statement of the Federal Reserve: the risks to the employment and inflation targets are balanced.

Federal Reserve FOMC statement: Confidence in inflation has increased and is continuing to move towards 2%

According to Odaily, Global X's investment strategy chief Scott Helfstein said that after US retail sales exceeded expectations in August, the Federal Reserve is likely to notice the continued strength of consumers. He said: "With a CPI inflation rate of 2.5%, a 300 basis point real interest rate may be too high, but the Federal Reserve does have the flexibility to start with a 25 basis point rate cut or a full 50 basis point rate cut." He said the key is for the Federal Reserve to start cutting rates, and the magnitude of the rate cut may not be closely related to the economy. He said that in recent months, retail sales growth has been slightly below the long-term average, but is still growing at a moderate pace.