美银:“非农”对美联储会议只是开胃菜,维持9月加息的判断

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【美银:“非农”对美联储会议只是开胃菜,维持9月加息的判断】美银表示,对于9月15‑16日美联储议息会议而言,就业数据仅仅只是开胃小菜。 该行分析师写道:“非农就业数据不太会成为9月是否加息的决定性因素。如果就业报告显著走弱,会降低加息概率,但消费者物价指数才是判断美联储是否落地加息的核心数据。我们维持9月加息的判断。”分析师表示,“除非就业数据出现大幅不及预期的利空,否则本周五的报告不太会一锤定音,解决9月联邦公开市场委员会的政策分歧。沃什在杰克逊霍尔的讲话认为劳动力市场保持稳定,符合充分就业状态;同时着重强调通胀仍高于目标,应当成为美联储的首要关注对象。”

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