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鮑威爾稱俄入侵造成了通膨上行壓力
uSMART盈立智投 03-04 12:08

SPDR S&P 500 ETF (SPY.US) 週四交易小幅上漲,此前美聯儲主席傑羅姆·鮑威爾(Jerome Powell ) 連續兩天在國會作證。

鮑威爾告訴美國參議院中的銀行,住房和城市事務委員會,俄羅斯入侵烏克蘭將"至少在一段時間內對通貨膨脹產生上行壓力"。這一信息似乎與美聯儲最近向美國人保證的價格壓力將在未來幾個月內緩解相矛盾。

"在目前這個非常敏感的時期,重要的是我們在執行政策的方式上要小心,因爲事情是如此不確定,我們不想增加這種不確定性,"鮑威爾說。但鮑威爾承認,美聯儲應該伺機採取更積極的措施來對抗通脹。

週三,鮑威爾告訴國會,他認爲從本月開始加息0.25%是合適的,但他也表示,如果通膨惡化,他願意進行更大規模的加息。

同時,鮑威爾表示,由於俄羅斯在全球石油生產中的核心作用,持續上漲的國際油價可能也會繼續導致美國汽油價格上漲。WTI原油價格在觸及2008年以來的最高水平後,週四回落至每桶110美元以下。美國石油ETF (USO.US) 今年迄今已經上漲了37.1%。

但有投資者仍然持懷疑態度,DataTrek Research聯合創始人傑西卡·拉貝(Jessica Rabe)週三表示,投資者不完全相信美聯儲能夠在今年控制通膨。根據CME集團的數據,債券市場目前定價在2022年底前至少上漲1.75%,概率爲34.4%。拉貝同時聲稱,"當消費者尚未對更高的價格猶豫不決時,對企業的盈利是有利的,但美聯儲還需要在不損害當前經濟擴張的情況下實現更好的供需平衡。"

但目前看來鮑威爾週四在圍繞解決通膨問題時的講話沒有發出自信的語氣,這可能令人尤其擔憂未來通膨帶來的物價上漲。根據DataTrek的資料顯示,在過去50年中,石油衝擊引發的經濟衰退比其他負面經濟因素都強。

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