策略师:通胀放缓为美联储留出了按兵不动的空间

智通财经
Jul 29
【策略师:通胀放缓为美联储留出了按兵不动的空间】尽管部分人猜测美联储可能在周三意外加息,Fundstrat Global Advisors市场策略师Tom Lee认为这不好发生,主要依据是近期通胀方面取得的进展。最新通胀数据的构成显示,住房成本和其他关键分项正在放缓,这为美联储维持利率不变留出了空间。因此,如果一向重视“数据收集”的美联储仅凭表面现象就认为通胀压力仍然强劲,会让人感到意外。诚然,通胀尚未回到2%,但关税影响和油价走高正在扭曲这些数据。不过美联储可能会考虑进一步缩减资产负债表上的资产持有规模。

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