《大行報告》高盛料聯儲局明年加息三次每次25點子 風險在2月傾向加息50點子
高盛發表報告指,除普遍預期美聯儲將再加息50點子外,本月聯邦公開市場委員會(FOMC)會議的主要事項或是上調明年聯邦基金利率的預期高位。高盛預期,聯儲局明年將加息三次,每次25點子,估計中間點將上升50點子,新的利率高位料升至介乎5%-5.25%,符合該行對美聯儲明年政策的預測,而風險為該局於明年2月傾向加息50點子。
該行認為,聯儲局主席鮑威爾近期關注租金通脹替代指標的下降,相信其是重要跡象,表明聯儲局官員樂見最終通脹減速,且不會對明年滯後的官方數據反應過度。
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