汇市新闻

CIBC:布雷纳德讲话波澜不惊 美联储料将于12月实施加息

日期:2016-09-13
  加拿大帝国商业银行(CIBC)周一(9月12日)撰文称,由于美联储理事布雷纳德之前一直持有鸽派态度,因此市场认为如果她今天的讲话转向鹰派,将会对美联储加息形成显著影响,不过最终结果显示,布雷纳德讲话仍偏鸽派。
 
  在市场担忧美联储将很快重启加息周期之际,布雷纳德的讲话释放出谨慎基调,不支持过快加息。她表示,仍对全球金融市场处境艰难可能会影响美国经济表示担忧。
 
  她在事先准备好的讲稿中指出,通胀低迷不振以及经济形势的不确定性表明需要“谨慎去除宽松政策”。“我认为,近几个月这一方法行之有效,令持续的就业增幅和通胀进展受到支撑。”
 
  布雷纳德指出:“海外消费与投资疲弱,而海外储蓄需求处于高位,市场对避险资产需求高涨。”
 
  “新兴市场经济中,下行风险也仍然存在,其近些年经济增长快速下滑,”她补充道,“最重要的是,中国正在经历自投资、出口和债务推动的国企企业为导向的经济模式转向受消费、服务和私营企业所驱动的经济模式。”
 
  加拿大帝国商业银行分析师指出,目前仍倾向于美联储将在12月实施加息。
 
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