瑞银:维持美联储12月再加息25个基点的预测

格隆汇
2 hours ago
瑞银投资银行研究部认为,美联储主席沃什于9月联邦公开市场委员会会后记者会释出的讯号显示,美国货币政策决策框架正出现明显转变。美联储一致决定加息25个基点,将联邦基金利率目标区间上调至3.75%至4%。最新点阵图显示,官员预期年内仍有一次加息,并于2027年维持利率于4.1%水平。瑞银维持12月再加息25个基点的预测,但认为相关风险已明显偏向上行。沃什言论反映美联储较以往更重视金融环境、能源价格及地缘政治因素对通胀的影响,同时对实现价格稳定所需利率水平有重新评估,并重申以更及时的方式推动通胀回到2%目标的决心。

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