三菱日联:美联储的决策可能无法提振美元

格隆汇
4 hours ago
三菱日联的分析师Lee Hardman在一份报告中表示,除非美联储在稍后的决议中巩固市场对加息周期将持续更长时间的预期,否则美元可能难以走强。LSEG数据显示,市场已几乎完全消化了周三加息25个基点以及到2027年9月累计加息近95个基点的预期。Hardman表示,这种定价为美联储发出比预期更“鹰派”的加息信号设置了较高门槛。他指出,美联储的沟通不太可能明确传递未来需要进一步收紧多少的信号。

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