
在美联储公布9月份会议纪要后,市场对美联储10月会议加息的预期周三下降,不过美联储观察人士已将12月加息计入定价。
The market odds of a rate increase at the US Federal Reserve’s October meeting sank Wednesday after the central bank published minutes of its September meeting, though Fed watchers priced in a December hike.
尽管美联储决策者上个月一致投票决定加息,但他们在加息理由上存在分歧。
While the Fed’s policymakers voted unanimously to raise interest rates last month, they were divided over the rationale for doing so.
一些人试图防范需求拉动型通胀,而另一些人则希望遏制能源和人工智能驱动的价格冲击。
Some sought to head off demand-driven inflation while others wanted to curb energy and AI-driven price shocks.
上周弱于预期的就业报告以及债券收益率的上升,增强了暂停加息的理由:“收益率曲线的长端已经上升,这对经济而言才是至关重要的部分,”前费城联邦储备银行行长对《华尔街日报》表示。— 布伦丹·鲁贝里 (Brendan Ruberry)
Last week’s cooler-than-expected jobs report, along with a rise in bond yields, bolstered the case for a pause: “The long end of the yield curve has already gone up, and that’s the end that matters to the economy,” a former Philadelphia Fed president told The Wall Street Journal. — Brendan Ruberry
