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《大行報告》高盛料聯儲局9月加息50點子 11月及12月各加息25點子
阿思達克 07-25 10:38
高盛發表報告,料美國聯儲局本周議息會議加息75點子,9月加息50點子,11月及12月各加息25點子,預計聯邦公開市場委員會(FOMC)將放緩加息步伐,因為未來增長環境更一致地看來疲軟,聯邦基金利率將更高。 高盛認為,目前金融市場流動性收緊幅度已夠大,增長軌跡已經足夠低,加快加息會帶來不必要的風險,尤其是最後一刻改變之前的指引,可能會導致市場大幅調整,將使FOMC未來更難控制市場預期和狀況。 高盛預計,聯儲局官員將希望保留選項,並避免任何強烈指引,主席鮑威爾很可能強調委員會將保持靈活和依賴數據,可能會溫和地提醒75個基點的加息幅度異常地大,而且基金利率現在處於FOMC對其長期水平的估計。
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