美联储鹰派风暴重塑市场预期，花旗连夜推迟降息时间表

Odaily Odaily reports that following the latest interest rate decision by the Federal Reserve, Wall Street's assessment of the Fed's rate path is shifting. Citigroup has adjusted its forecast for Fed policy, pushing back its expected timeline for rate cuts by one month overall, a revision occurring against the backdrop of a more hawkish stance among officials.

According to the bank's latest assessment, the Fed could implement rate cuts in October and December 2026, followed by another reduction in January 2027. Previously, Citigroup's baseline scenario was for consecutive cuts starting in September 2026, with reductions in September, October, and December.

Citigroup noted in its report: "Although Warsh did not explicitly mention it, he likely shares our view that the dot plot would have shown many lower projections if officials had more time to digest the recent sharp decline in oil prices." (Yahoo Finance)