澳洲联储释放加息信号 瑞银预计还将加息两次

格隆汇
Sep 18
据市场消息,澳洲联储等多位官员出席议会听证会,主席布洛克表示,通胀风险偏向上行;副主席豪泽表示,委员会完全致力于实现通胀目标。二者的表态都在释放加息信号,而瑞银则认为,9月加息不会是最后一次。瑞银预计澳洲联储还将加息两次,最终将现金利率推升至4.85%。这一利率路径明显比市场目前对9月单次加息的定价更为鹰派。市场定价显示,澳洲联储9月加息25个基点的概率约为70%至75%。如果瑞银的判断逐渐得到市场认可,未来几个月澳元和短端收益率仍可能进一步走高。

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