油价强势反弹,美联储决策面临新挑战

投资观察
Jul 29

0937 ET - 市场目前预计,美联储今日稍晚维持利率不变的概率约为64%。但投资者正屏息以待,密切关注主席凯文·沃什(Kevin Warsh)就未来货币政策路径释放的任何信号。继6月通胀数据略低于预期后,与中东紧张局势挂钩的能源价格剧烈波动,再度引发市场对通胀卷土重来的担忧。沃什此前已明确表示,美联储将致力于恢复价格稳定,且央行对通胀超出其目标水平绝不容忍。当前的核心悬念在于:委员会究竟是会迅速对这些通胀压力采取行动,还是会选择等待更多证据,以确认通胀确实正在降温。

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