油价一冲,利率市场就把“加息”重新摆上台面。花旗认为能源价格确实把通胀风险往上推、把增长风险往下拉,但它更可能改变的是“什么时候降、降多少”,而不是把美联储推回加息轨道。据追风交易台,花旗美国经济团队分析师Andrew Hollenhorst在最新报告中表示,加息不太可能……降息可能会因通胀担忧而推迟,但更紧的金融条件与更高的能源成本最终会软化劳动力市场,让降息更快和/或更深。”这句话几乎定了全文...
Source Link油价一冲,利率市场就把“加息”重新摆上台面。花旗认为能源价格确实把通胀风险往上推、把增长风险往下拉,但它更可能改变的是“什么时候降、降多少”,而不是把美联储推回加息轨道。据追风交易台,花旗美国经济团队分析师Andrew Hollenhorst在最新报告中表示,加息不太可能……降息可能会因通胀担忧而推迟,但更紧的金融条件与更高的能源成本最终会软化劳动力市场,让降息更快和/或更深。”这句话几乎定了全文...
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