美聯儲本週加息75個基點概率升至三成,機構如何從高通脹看美聯儲利率決議
高盛:勞動力參與率的提高和勞動力需求的下降可能是恢復勞動力市場平衡、將通脹拉回美聯儲的2%的目標所必需的條件;
來源 | 金十數據APP
安聯:通脹率可能進一步上升至9%,經濟目前正處於滯脹期,美聯儲在通脹問題上表現“落後”,預計本週加息50個基點;
巴克萊:CPI報告顯示所有分項的價格都很強勁,甚至加速上漲。能源價格改變預期,美聯儲有充分理由在6月意外大幅加息;
花旗銀行:持續強勁的通脹數據可能表明,美聯儲需要更明確地加息50個基點甚至更多,直到實際通脹增速令人信服地放緩;
凱投宏觀:CPI報告幾乎沒有跡象顯示通脹壓力正在緩解,美聯儲可能將加息週期延長至秋季,甚至在6月會議上加息75個基點;
機構調查顯示,大多數經濟學家認爲,在物價壓力升至40年新高的情況下,距離鮑威爾所謂通脹下降的“明確”證據還很遙遠。
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