美联储“传声筒”:通胀降温缓解加息压力 鹰派声音仍未消退

智通财经
Aug 12
【美联储“传声筒”:通胀降温缓解加息压力 鹰派声音仍未消退】“美联储传声筒”Nick Timiraos表示:“7月通胀报告与市场预期基本一致,缓解了美联储下个月加息的压力。华尔街尤其关注今天公布的CPI数据,因为美联储官员也释放信号称,他们正在更加密切地关注这一数据。过去一年里,美联储官员一直预计,在无需进一步加息的情况下,通胀将回落至2%的目标水平,但如今一些官员认为,有必要维持更高利率。另一些官员表示,如果更多数据令当前预测变得难以维持,他们也可能加入这一鹰派少数阵营。这一预测建立在这样一种观点之上:当前利率水平已经足够具有限制性,而通胀居高不下的原因在于外部冲击,而非货币政策过于宽松。此前的判断是,关税只会一次性推高成本,随后影响将逐渐消退;随着中东紧张局势缓和,能源价格也将跟随原油价格回落。但实际情况是,这些冲击持续存在,而且如今与人工智能建设热潮带来的需求激增相互叠加,后者正在推高科技设备和软件价格。”

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