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《大行報告》高盛料美聯儲局12月放慢加息幅度至50個基點 聲明顯示非無限期加息
阿思達克 11-04 09:55
美聯儲局近日公布加息0.75厘,符合市場預期,聯邦基金利率目標範圍上調至3.75至4厘區間。高盛發表報告表示,聯儲局一如市場普遍預期將基金利率目標區間上調0.75厘及更新了會後聲明,承認貨幣政策的累積性大幅收緊及其可能對經濟造成的進一步拖累。該行表示當局聲明的相關變化,被視為委員會傾向於在12月會議上將收緊加息幅度至50個基點的信號。 就聯儲局聲明對政策前景的描述進行了更新,指出「委員會在確定目標範圍內的未來增長速度」,高盛認為委員會承認累積的收緊政策對美經濟造成進一步拖累,此表明當局或傾向於在今年12月會議上將加息步伐放慢至50個基點。 美聯儲局聲明也進行了更新,採用了首次出現在9月會議記錄中的「足夠嚴格」的措辭。高盛認為這種措辭是一個信號,表明美聯局公開市場委員會希望將基金利率維持在「足夠嚴格」的水平,直到有令人信服的證據表明通脹正在回歸目標水平,而不是無限期加息。
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