汇市新闻

花旗调查:耶伦周五讲话料会释放加息信号

日期:2016-08-26
  美联储主席耶伦本周五(8月26日)将在怀俄明州杰克森霍尔(Jackson Hole)全球央行官员会议上发表讲话。近期部份美联储官员发表立场强硬言论,令投资人预期耶伦也可能采取不那么谨慎的升息论调。
 
  花旗(Citi)分析师Steve Englander周四(8月25日)在报告中称,根据该行的调查显示,有85%的受访者都预计美联储主席耶伦将倾向于今年年内只加息一次,而且时点有非常大的可能落在12月份。不过,受访者也认为9月份加息的可能性被略微低估了。
 
  本次调查收到将近350份受访者的回应,大约40%为杠杆投资者,21%实钱投资者,23%花旗同事,5%公司以及少量央行人士等
 
  调查还显示,大约三分之二的受访者预计耶伦将在讲话中给出12月份加息的暗示,而且有更多的受访者预计耶伦届时讲话前后文语境将整体偏鸽派,而不是鹰派。
 
  此外,调查显示,大约50%的受访者预计新兴市场资产将因此走高。
 
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