美联储会议纪要显示9月美联储官员对加息理由存在分歧

格隆汇
Oct 08
美联储政策制定者上月在加息理由上存在分歧。“一些与会者”认为,有必要加息以遏制能源及其他价格冲击的影响,而立场更为鹰派的官员则认为,需要加息以防范正在显现的需求驱动型通胀。美联储9月一致投票决定加息25个基点,但官员们对于此次行动究竟属于预防性举措、还是意味着政策转向明显更为紧缩存在分歧。这种分歧以及官员们对当前经济状况的不同判断,意味着10会议可能会展开激烈讨论。会议纪要称:“许多与会者强调,从风险管理角度看,提高联邦基金利率目标区间的路径是审慎之举,可为通胀因需求强于预期或进一步出现不利供应冲击而持续高于目标的风险提供保障。”另一些与会者认为,加息对于防止近期能源及其他冲击对价格产生更广泛影响十分重要;另有两名与会者表示,支持加息是因为此举与他们对中性利率估值上升的判断相符。纪要称:“数名与会者表示,他们认为当前政策利率不具有限制性,或仅具有轻微限制性。”“大多数与会者认为,到年底前可能适合再次加息。”

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