【沃勒讲话提振日元、打压美元】美联储理事沃勒发表讲话后，美元跌至日内低点，交易员迅速下调对 9 月加息的押注。与此同时日元获得支撑，市场信号显示日本政策天平正转向加息，该情景目前几乎已被市场完全定价。沃勒一方面保留政策选择空间，强调核心通胀实际情况好于数据表面表现；正如文艺复兴宏观研究公司尼尔・杜塔所言，沃勒的态度是 “只要一份通胀数据不及预期，就会同意加息”，但与此同时，他又预计 PPI 与 CPI 数据将会表现 “合理”。
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