汇市新闻

美联储决议重磅来袭!高盛最新前瞻分析

日期:2018-03-21
       周三(3月21日)市场将迎来本周的重头戏——美联储政策决议。这将是鲍威尔就任美联储主席以来首次主持召开货币政策会议。市场普遍预计此次会议上将升息25个基点。   
 
  针对此次会议,高盛(Goldman Sachs)撰文前瞻分析如下:
 
  在本周的会议上,FOMC很有可能会进行加息,这也是鲍威尔执掌美联储的第一次会议。
 
  因减税政策的实施和今年联邦政府财政支出的增加,我们相信大多数参与者都在接受“从不利因素到利好因素”的叙述。
 
  鼓舞人心的经济增长数据,以及核心通胀正回归目标的进一步证据也反映出上述观点,我们预计此次会议会出现略偏鹰派的基调。
 
  美联储官员的公开讲话暗示,委员对可能更快收紧政策的前景出现了整体转变,我们预计中间值点阵图将显示2018年加息4次,高于去年12月会议时预期的3次。
 
  额外的鹰派改变,如有可能暗示在2019年加息三次,或者上调长期基金利率预估,但这并不是我们的基本假设。

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