贝莱德的Rosenberg称非农大超预期后 下周的通胀数据更显关键

格隆汇
Sep 04
贝莱德的投资组合经理Jeff Rosenberg表示,美国8月就业增长大幅超出预期,在美联储决策者考虑是否需要加息之际,凸显下周消费者价格指数的重要性。“这基本印证了我们此前对劳动力市场的判断,也把焦点和压力重新带回到通胀上,”Rosenberg周五表示。“美联储是否会在9月的会议上加息,关键在于通胀是否上升,或者说通胀下降的速度是否不够快。”Rosenberg表示,如果9月11日公布的CPI继续显示通胀取得进展,“我认为他们会按兵不动”。“这份就业报告只有在异常疲软的情况下,才有可能降低加息概率,”Rosenberg表示。周五的数据“更多是在为下周、为通胀数据铺路”。

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