7月会议上,三位美联储官员对维持利率不变的决定投下反对票。他们认为,美联储应该加息,因为当时核心通胀率仍高达2.6%,明

智通财经
Aug 20
7月会议上,三位美联储官员对维持利率不变的决定投下反对票。他们认为,美联储应该加息,因为当时核心通胀率仍高达2.6%,明显高于美联储2%的目标。但8月公布的数据正在削弱他们支持加息的理由。7月CPI报告显示,剔除波动较大的食品和能源价格后,核心物价同比上涨2.5%,这是自2021年3月以来的最低水平。与此同时,7月就业报告显示,美国当月减少2.3万个就业岗位。花旗研究美国首席经济学家安德鲁·霍伦霍斯特表示,这些数据“将使会议纪要很难大幅改变市场目前已经降低的加息概率预期”。不过,会议纪要将更清晰地展现,7月会议期间,美联储内部“鹰”和“鸽”之间的分歧究竟有多大。会议纪要可能透露,官员们未来将如何界定和评估通胀压力。摩根大通首席美国经济学家迈克尔·费罗利写道,会议纪要“可能让我们了解FOMC其他成员对通胀高于目标究竟有多大的容忍度”。

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