策略师:美联储加息有理由 但数据和通胀预期也支持按兵不动

格隆汇
Jul 29
Ned Davis Research首席宏观策略师乔·卡利什预计美联储到9月会加息,这使得本周的会议变得至关重要。在市场已定价今年加息的情况下,卡利什反问道:“为何还要等待?”他认为,加息将巩固美联储独立性并提升其信誉。但他同时也指出,维持利率不变也有充分理由,包括最新的通胀数据以及保持稳定的通胀预期。

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