行业资讯

美联储为3月加息埋下伏笔

日期:2018-02-01
美国10年期国债收益率周三(1月31日)一度升至2.75%,此前美联储表示,今年通胀将进一步走高,为3月加息埋下伏笔。美联储宣布保持基准利率不变。

当日晚些时候,收益率回落,因为许多交易员预期美联储将上调对通胀和经济的评估。30年期美国国债的收益率跌至2.945%,而10年期国债收益率跌至2.72%。债券收益率与价格成反比。

美联储并未对其政策立场做出任何改变,不过美联储表示,预计通胀将在今年继续上升。根据12月份的估计,美联储官员预计今年将有3次加息,前提是市场状况不会出现重大中断。
美联储为3月加息埋下伏笔(图1)
声明称,"12个月的通胀预期将在今年上升,并在中期内稳定在委员会2%的目标上。近期经济前景面临的风险似乎大体平衡,但委员会正在密切关注通胀动向。”

此次会议为耶伦担任美联储主席的最后一次会议;鲍威尔将接替主席职位。

私人部门的就业数据却让华尔街在在日内稍早感到意外。今年1月,私营企业又雇佣了234,000名员工,远远超过了预期的18.5万名。与服务业相关的行业招聘最多,但制造业和建筑业也出现了增长。

美国劳工部将于周五公布更受关注的非农就业报告。

政治方面,特朗普在周二晚上发表了他的国情咨文。现任总统演讲的主题是“一个安全、强大、自豪的美国”,特朗普触及了移民、两党合作、基础设施和经济等话题。

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