StoneX市场分析师Fawad Razaqzada表示,沃什周五晚的讲话被认为相当偏鹰。沃什在前瞻指引方面说了市场预期

智通财经
Aug 29
StoneX市场分析师Fawad Razaqzada表示,沃什周五晚的讲话被认为相当偏鹰。沃什在前瞻指引方面说了市场预期他会说的话,即他不相信前瞻指引,因此拒绝预先承诺九月加息。但这并未阻止市场猜测加息也许真的重回台面。关于通胀,沃什表示抗通胀仍是明确优先事项,并对此做了较为详细的论述,不过他也补充说,他对核心通胀正朝着美联储目标迈进抱有信心。总体来看,他的讲话比市场预期的更为鹰派。在沃什杰克逊霍尔讲话期间,市场对九月美联储决策进行了大幅重新定价,美联储加息25个基点的概率从30%跃升至约50%。在9月美联储会议之前,还将迎来一份非农就业报告和一份CPI通胀报告,期间还有一些次要数据发布。在新主席领导下,美联储变得更加依赖数据。鉴于美国就业报告最近几次发布均未达预期,且差距较大,任何进一步走弱的信号都可能严重削弱市场对九月加息的预期。

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