汇市新闻

北欧斯安银行:FOMC纪要略偏鸽 但不足以改变升息前景

日期:2017-10-12
周三(10月11日)美联储如期公布9月政策会议纪要,纪要显示决策者对通胀加速上升的前景,以及在通胀停滞情况下放缓升息步伐进行了深入的讨论。

针对此次纪要,北欧斯安银行(SEB)研究团队撰文进行分析,具体内容如下:
 

我们对会议纪要的评估是,讯息略偏鸽派,但不足以改变我们对美国货币政策的看法。
 
北欧斯安银行:FOMC纪要略偏鸽 但不足以改变升息前景(图1)
我们从与声明共同发布的利率计划中得知,在16个与会者中,有12人预计2017年至少会再加息一次。
 

自9月的会议以来,美联储对外沟通一直是鹰派的,尽管有一些偏鸽的少数派。
 

除了美联储的沟通和预测之外,正如我们最近所指出的那样,美联储在2018年也将变得更加强硬。
 

我们继续预计美联储将会在12月再次升息,坚持2018年将会升息3次的观点。
 
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