FOMC会议纪要料将透露进一步加息线索

投资观察
Oct 07

0820 ET - 投资者将仔细研读FOMC会议纪要,试图从中捕捉决策者上月加息时的思路线索。BMO的Ian Lyngen表示,美联储会议前投资者中的一个普遍看法是,主席沃什需要加息以维护可信度,而非直接源于近期数据。“委员会内部在多大程度上讨论了类似的‘可信度加息’框架,这将值得关注,并暗示未来的加息路径将更为渐进,与威廉姆斯最新的表态一致,”Lyngen说道。他补充称,他还将关注FOMC如何看待其双重使命的风险平衡,这可能为其继续加息的意愿提供洞察,“或者市场是否有理由将9月的行动视为真正的一次性加息。”

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