机构:美联储本周将按兵不动,两大鸽派料持反对意见

链捕手
29 Jul

ChainCatcher 消息,据金十数据报道,普莱仕首席美国经济学家乌鲁佩尔西表示,预计美联储本周将把利率维持在 4.25%-4.5% 不变,但沃勒和鲍曼可能会表示反对。

这可能会加剧人们的猜测,即一旦特朗普任命的更多官员从 2026 年第一季度开始加入美联储理事会,利率下降的速度就会更快。鸽派的沃勒和鲍曼可能会辩称,货币政策具有限制性,因为与关税相关的通胀正被其他因素抵消,并以中性利率接近 3% 为理由降息。预计鲍威尔将试图引导 FOMC 尽可能长时间地等待下一次降息,10 月份降息的可能性比 9 月份更大。

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