滞胀考验下,美日央行难“转鸽”

华尔街见闻
02 Apr

滞胀压力下,即使经济和股市走弱,美、日央行或也难以放松货币政策。 4月1日,野村分析师Tomoaki Shishido团队在研报中认为,鉴于日本和美国面临的滞胀风险,预计美联储将继续不愿降息,而日本央行将坚持继续加息的计划。 美国3月份消费者物价指数(PCE)核心指标超预期,加剧了市场对美国滞胀的担忧。野村认为,虽然近期美股因关税阴云出现回调,但这更像是一次短期调整,不会导致经济大幅放缓。 对于...

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