巴克莱:预期美联储将于9月及12月各加息25个基点

格隆汇
Sep 01
巴克莱发表报告指,美联储主席沃什在杰克逊霍尔演说明显鹰派,现预期美联储将于9月及12月各加息25个基点。该行表示,沃什对通胀的论述尤其鹰派,对通胀回落进展缓慢的重视程度高于预期,他对经济的评估亦几乎没有为未来方向留下疑问,若劳动市场已符合充分就业的状态、金融环境并不具限制性,按照沃什偏好的指标衡量,通胀又没有足够改善,这意味着主张不应进一步收紧政策的一方如今须提出证据。鉴于沃什明显重视较长周期的通胀指标,并坚持通胀必须明确且足够快地向目标靠拢,该行认为,委员会很有可能已判断有必要进一步进行收紧。

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