尚渤投资:美联储不会事先减息 将通胀率降至2%的目标仍是焦点

2024-02-01     网友

指股网获悉,近日,尚渤投资管理联席投资总监兼董事总经理Jeff Klingelhofer表示,对于减息,美联储将不再那么积极主动,而是等待数据大幅下降才采取行动。仅在通胀下降或劳动市场没有显著疲弱的情况下,事先减息并不是美联储的行事风格。市场普遍预期美联储将维持利率不变,但值得注意的是,美联储放弃了紧缩政策的倾向。从这一点来看,可以合理地假设减息已在考虑范围内,尽管3月份减息的可能性仍然不大。当前,将通胀率降至美联储2%的目标仍是焦点。="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">

Jeff Klingelhofer表示,就业率与2%的通胀率之间存在的微妙平衡是长期的,美联储已表示2%是对称目标。当前已公布的数据表明,虽然经济已经降温,但仍保持隐健和韧性。美联储将继续关注两个风险:一是通胀将持续多久,二是通胀率是否会明显跌破2%的目标。="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">

目前,市场争论的焦点从“美联储是否真的采取减息”转向“是否会更早且更慢地采取行动,还是更晚但更积极地采取行动”。 ="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(0,0,0);orphans:2;widows:2;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(0,0,0);orphans:2;widows:2;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">="white-space:normal;word-spacing:0px;text-transform:none;float:none;color:rgb(0,0,0);orphans:2;widows:2;display:inline!important;letter-spacing:normal;text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial">

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尚渤投资:美联储不会事先减息 将通胀率降至2%的目标仍是焦点
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