ゴールドマン・サックス：米連邦準備制度の独立性リスクが上昇、インフレデータが市場の脇役になる可能性
Jan 13, 2026 22:02:39
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据金十报道，高盛资产管理多元资产解决方案全球联席首席投资官亚历山德拉·埃利桑多表示，今日公布的 CPI 数据是一份值得欢迎的硬数据。然而，随着市场日益关注美联储独立性的风险，通胀数据可能将从主要的市场触发因素转变为背景约束因素。高盛仍倾向于做多风险资产，避免追逐短期新闻热点，转而布局具有持续性、可交易性的主题。
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