花旗:澳洲联储通胀预测或失准 9月加息风险上升

格隆汇
Aug 26
澳洲联储近期公布的通胀预测似乎已经面临偏离轨道的风险。花旗经济学家Faraz Syed表示,7月通胀数据高企意味着第三季度通胀环比涨幅将高于澳洲联储假设的0.8%。花旗长期以来一直认为,澳洲联储可能在11月加息25个基点。在下周公布第二季度GDP数据之前,Syed目前更加确信澳洲联储今年仍需再次加息,并认为9月加息存在实质性风险,风险甚至可能偏向加息次数更多,而非更少。

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