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大摩亞洲區前主席羅奇:料聯儲局需加息至5至6厘以壓制通脹
阿思達克 10-10 13:59
摩根士丹利(MS.US)亞洲區前主席羅奇表示,目前美國加息的力度不足夠,美聯儲局及市場都低估通脹重回2%目標所需要的貨幣緊縮力度,雖然今年3月美國通脹已經見頂,但回落速度非常緩慢,認為聯邦基金利率或需升至5至6厘才能壓低通脹。 羅奇表示,美國雖出現技術性衰退,但不代表美國經濟一定會陷入大規模周期性衰退,預計在利率達到限制性水平前,美聯儲局可能還要進行多次加息,相信明年美國經濟將不可避免地出現收縮。 他又稱,美元會繼續保持強勢,帶動其他國家貨幣貶值,雖然這些國家的出口競爭力會隨之加強,但更嚴重的問題是償還債務的壓力,特別是已經債台高築的新興市場經濟體。
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