富达国际:美联储可能延至12月才启动加息周期

格隆汇
Aug 03
富达国际指出,美联储上周议息会议决策整体呈现中性偏鹰基调,原因是虽然政策利率维持不变,但3位官员就此投下反对票,显示决策官员对是否需要进一步紧缩仍存在分歧。富达国际认为,面对供给面冲击及通胀压力增加,美联储仍倾向保持耐心,显示当局在现阶段可能选择观察价格压力的持续性,等待更多经济数据确认后再采取行动。富达国际认为,美联储较可能延至12月才启动加息周期,而前提是通胀与劳动市场数据持续偏强。不过,该行亦强调,未来两个月的经济数据及地缘政治发展,仍可能重新推升通胀风险,因此下月加息的可能性尚未完全消除。

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