【美联储将迎来最难预测会议之一 新主席态度扑朔迷离】下周的美联储会议将成为多年来最难预测的会议之一。新一轮石油冲击和敦促加息的偏紧缩阵营与支持利率不变的温和通胀数据发生碰撞。主持会议的是一位新任主席,而他并未透露自己倾向于哪一方。过去两个月来,沃什一再重申要恢复价格稳定,试图打消投资者对美联储已默认接受更高通胀的念头。他尚未说明在当前利率水平下将如何实现这一目标。敦促加息的美联储官员态度更为坚决,如果利率维持不变,其中几位可能会投反对票。上周,一些有影响力的决策者暗示支持按兵不动,但可能会在今年晚些时候支持更紧缩的政策。因此,维持利率不变可能无助于解决问题,只会将争论推迟到9月份。在上个月的美联储会议上,沃什的18位同事中有一半预计今年需要加息。另一半认为不需要。瑞银首席美国经济学家乔纳森.平格尔表示,沃什“可以随心所欲地打破天平的平衡”。据芝商所数据显示,周三,期货市场反映出的美联储在7月28日至29日会议上加息的概率约为三分之一,高于上周晚些时候的约十分之一。随着中东冲突再次爆发,加息概率的跃升与能源价格的新一轮上涨步调一致。
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