富国银行:美联储利率料维持不变 但沃什沟通方式将带来更大市场波动

格隆汇
Jul 29
富国银行投资研究所全球投资策略主管保罗·克里斯托弗表示,预计美联储利率将维持不变。6月通胀缓解为政策制定者提供了延长暂停加息的机会,并等待更多数据。研究所全球固定收益策略联席主管路易斯·阿尔瓦拉多指出,沃什已明确表示“将通胀拉回2%仍是美联储的首要任务,政策制定者对价格压力的反弹几乎零容忍。我们认为他确实相信美联储能够实现这一目标。”阿尔瓦拉多表示,沃什可能带来的最大变化在于沟通方式,尤其是前瞻指引。投资者应该预期政策灵活性将有所提高,并且会议之间市场波动性可能会更大。对于沃什而言,根据情况变化灵活采取行动和做出反应的能力仍然至关重要。

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