宏利资管:加息落地符合市场预期 沃什偏鹰言论反映美联储独立性

智通财经
Yesterday

智通财经APP获悉,美联储上调息率25个基点,为逾3年以来首次加息。宏利投资管理环球首席经济师Alex Grassino 认为,本次加息符合市场普遍预期,而美联储公布的经济预测,亦大致符合未来进一步温和收紧政策的预期。

Grassino指出,议息声明及新闻发布会的内容均较以往精简。在美联储主席沃什领导下,议息声明篇幅持续缩短;值得注意的是,本次加息决定获得全体委员一致支持。从记者会所见,沃什似乎正逐步建立其独特的传媒沟通风格。例如,在问答环节中回应更为简洁、不设追问,而且整体时长缩短至30分钟,较历任主席时期的45分钟为短。

Grassino称,整体而言,市场一直关注美联储能否免受现届美国政府的影响,维持央行决策的独立性。宏利投资管理仍然认为,沃什偏鹰派的言论已在一定程度上回应相关忧虑,而他今次的实际行动亦印证其早前立场。未来是否会延续这种模式,仍有待进一步观察。

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