콘텐츠로 건너뛰기
외환/환율 ➡️ 중립 🔴 매우 중요

Fed: Warsh era starts with cautious stance and delayed cuts – Commerzbank

요약

Commerzbank’s Bernd Weidensteiner and Christoph Balz argue that Kevin Warsh’s first Federal Reserve meeting is unlikely to deliver an immediate rate cut, given elevated PCE inflation and a still‑solid labor market.