节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


当地时间周五,本周美联储会后声明投票中的反对官员表示,他们认为目前不宜发出下一步将降息的信号。 明尼阿波利斯联储主席尼尔·卡什卡利、达拉斯联储主席洛里·洛根及克利夫兰联储主席贝丝·哈马克均对维持利率不变无异议,但对声明措辞持异议,其异议逻辑相近。

卡什卡利指出,该声明包含“一种关于货币政策可能走向的前瞻性指引”。他认为,鉴于近期经济与地缘政治形势变化及前景高度不确定性,当前给出此类指引不适宜,主张联邦公开市场委员会(FOMC)声明应表明下一步或降息或加息。

哈马克同样反对在声明中释放“未来货币政策偏向宽松”的信号。“鉴于当前经济前景,这种明显的宽松偏向已不再适宜。”她强调,伊朗战争及油价飙升威胁美联储2%通胀目标,通胀压力持续呈现广泛性。洛根则对通胀回归目标水平日益担忧,称中东冲突可能导致供应中断长期化ƈ..

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