高盛发表研究报告指,已将9月FOMC会议加息25基点纳的预测纳入基本情景。虽然8月消费者物价指数(CPI)对该行通胀观点影响有限,但推高市场对加息预测概率至接近90%,促使联储局倾向加息以避免市场剧烈反应。然而,该行认为并无充分经济理据上调利率,所有超出2%通胀目标的增幅均可归因于预计将消退的一次性因素,核心PCE通胀在过去三个月放缓至约2.5%已属早期迹象。该行预计,联储局在声明中仅会作必要的...
Source Link高盛发表研究报告指,已将9月FOMC会议加息25基点纳的预测纳入基本情景。虽然8月消费者物价指数(CPI)对该行通胀观点影响有限,但推高市场对加息预测概率至接近90%,促使联储局倾向加息以避免市场剧烈反应。然而,该行认为并无充分经济理据上调利率,所有超出2%通胀目标的增幅均可归因于预计将消退的一次性因素,核心PCE通胀在过去三个月放缓至约2.5%已属早期迹象。该行预计,联储局在声明中仅会作必要的...
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