财经快讯

北欧斯安银行:美联储处于观望模式 下一次加息在9月

日期:2017-07-13
     北欧斯安银行(SEB)研究团队周四(7月13日)撰文置评隔夜耶伦在国会上的听证,具体内容如下:

  该行指出,从隔夜的听证会可以看出美联储目前处于观望模式。尽管如此,我们目前坚持9月加息的预期。

  但是,如果通胀疲弱继续,我们可能会将加息预期推迟至12月,除非美联储暗示他们将更多地关注收紧劳动力市场并忽略通胀。这样来看,未来几个月的通胀数据对下一次加息时机非常重要。

  此外在缩表方面,耶伦的表述有些模棱两可,她在报告中称“它可能今年开始”,而在问答环节中称“相对较快”。

  我们依旧预期美联储将在9月会议上决定缩表,将在第四季度宣布开始实施。 
 

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