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彭博社

美联储暗示减少加息 亚洲股市有望上涨Asia Stocks to Gain on Signal for Fewer Fed Hikes

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美国联邦储备系统理事会理事克里斯托弗·沃勒在2026年彭博新经济论坛新德里场次上,与彭博的萨莱哈·莫辛讨论央行如何应对人工智能驱动的经济和社会变革。来源:彭博T.H. Christopher Waller, Member, Board of Governors of the United States Federal Reserve System discusses how central banks can respond to the economic and social changes driven by AI with Bloomberg’s Saleha Mohsin at the 2026 Bloomberg New Economy Forum in New Delhi. Source: Bloomberg

周三,亚洲股市有望出现广泛上涨,此前美国股市因联邦储备局可能无需明年大幅加息的信号而从盘中低点回升。

Asian stocks looked set for broad gains on Wednesday after US equities recovered from session lows on signals that the Federal Reserve may not need to raise interest rates aggressively next year.

日本和韩国的股指期货上涨,而澳大利亚的股指期货小幅下跌。标普500指数收盘基本持平,美国国债价格上涨,原因是纽约联储行长约翰·威廉姆斯表示,他仍认为今年还需要再加息一次,但目前认为2027年无需进一步收紧货币政策。美元下跌。

Equity-index futures for Japan and South Korea advanced, while those for Australia edged lower. The S&P 500 closed little changed and Treasuries rallied after New York Fed President John Williams said he continues to see one more rate hike as appropriate this year, but currently sees no need for further tightening in 2027. The dollar fell.

芯片制造商的抛售也有所缓解,行业指数的跌幅收窄至0.2%。微软公司股价升至历史新高,而纳斯达克100指数下跌0.3%。

A selloff in chipmakers also eased, with a sector gauge trimming its loss to 0.2%. Microsoft Corp. rose to a record, while the Nasdaq 100 Index fell 0.3%.

布伦特原油在连续三天上涨后趋于稳定,美国原油小幅上涨。沙特阿拉伯周二拦截了也门胡塞武装发射的更多导弹和无人机,针对伊朗支持的武装组织的战斗几乎没有缓解的迹象。

US oil edged higher after Brent crude steadied following three sessions of gains. Saudi Arabia intercepted more missiles and drones launched by Yemen’s Houthis on Tuesday, with fighting against the Iran-backed group showing few signs of easing.

威廉姆斯的言论是在一份关键的美国通胀报告发布之前发表的,该报告可能有助于决定美联储加息的速度。汽油成本上升可能推动9月份总体通胀上升,而基本面价格压力的缓解可能为政策制定者提供更多空间,以便在进一步收紧政策之前进行观察。

Williams’ comments came ahead of a key US inflation report that may help determine how quickly the Fed moves again. Higher gasoline costs probably pushed headline inflation higher in September, while an easing in underlying price pressures may give policymakers more room to wait before tightening further.

“如果确认上个月基本面通胀有所放缓,美联储就可以以耐心而非紧迫的态度来把握下次加息的时机,”BMO资本市场的伊恩·林恩说道。

“Confirmation that underlying inflation moderated last month would allow the Fed to approach the timing of its next rate hike with patience rather than urgency,” said Ian Lyngen at BMO Capital Markets.

阅读:沃勒表示,较高的美国国债收益率有助于美联储降低需求。随着美国企业财报季拉开序幕,摩根大通公司、花旗集团和富国银行公司在第三季度创下了贷款收入的新纪录,客户在利率上升的情况下仍继续借贷。

Read: Waller Says Higher Treasury Yields Can Help Fed Cool Demand As the US earnings season got underway, JPMorgan Chase & Co., Citigroup Inc. and Wells Fargo & Co. set a fresh record in the third quarter for how much they earned from lending, with customers continuing to borrow even as interest rates increased.

在高盛集团,股票交易员的表现超出预期,而固定收益和利率交易则远低于华尔街的估计。

At Goldman Sachs Group Inc., equity traders beat expectations, while fixed-income and rates trading fell well short of Wall Street estimates.

然而,股票交易员似乎总体上持乐观态度。彭博汇编的数据显示,截至周二,标普500指数在53个交易日内未出现1%的跌幅,这是自2020年1月以来最长的连续平稳时期。

Still, stock traders appear largely sanguine. The S&P 500 Index hasn’t suffered a 1% decline in 53 trading sessions through Tuesday, marking the longest such stretch since January 2020, data compiled by Bloomberg show.

“鉴于过去几个月来围绕利率上升、债券收益率飙升以及油价高企的担忧重新升温,如此长时间的平静确实令人惊讶,”Globalt Investments LLC的高级投资组合经理托马斯·马丁表示。

“Such a long streak of tranquility is certainly surprising, given all of the renewed fears swirling around rising interest rates, a spike in bond yields and elevated oil prices the past few months,” said Thomas Martin, senior portfolio manager at Globalt Investments LLC.

在亚洲,印度财政部长尼尔马拉·西塔拉曼表示,她愿意就股票交易征收交易税展开讨论,因为该国希望提升资本流入。因此,印度股市将成为焦点。她在周二发表讲话时,Nifty 50指数延续涨势,收盘上涨1.6%,创下两个多月来的最大单日涨幅。

In Asia, Indian stocks will be in focus after Finance Minister Nirmala Sitharaman said she’s open to discussions about a transaction tax on share trading as the country seeks to boost capital inflows. The Nifty 50 extended gains as she spoke Tuesday, closing 1.6% higher for its biggest advance in more than two months.

在其他地区,知情人士称,日本央行官员倾向于反对本月罕见地连续两次加息,但保留了在12月尽快再次行动的可能性,日元在早盘交易中基本持平。

Elsewhere, the yen was little changed in early trading after people familiar with the matter said Bank of Japan officials are leaning against a rare back-to-back interest-rate increase this month, while keeping open the possibility of another move as soon as December.

在美国,威廉姆斯的言论导致美国国债收益率下降,两年期收益率几乎抹去了之前的三个基点上涨。他预计,随着关税和能源冲击的影响逐渐消退,通胀将“相当程度”放缓至明年美联储2%的目标,从而减少进一步紧缩的必要性。

In the US, Williams’ comments pulled Treasury yields lower, with the two-year yield almost erasing a three-basis-point rise. He expects inflation to slow “quite a bit” toward the Fed’s 2% target next year as the effects of tariffs and an energy shock fade, reducing the need for further tightening.

“我仍然认为可能需要再加息一次是合适的,”威廉姆斯周二在纽约联储接受彭博新闻采访时表示。“我认为目前我没有理由相信在那之后我们还需要做更多。”以下是市场的一些主要动向:本文由彭博自动化协助制作。

“I haven’t changed my view that it may be appropriate to have one more rate hike,” Williams said Tuesday in an interview with Bloomberg News at the New York Fed. “I don’t think at this time I have any reason to believe that we would need to do more” after that. Some of the main moves in markets: This story was produced with the assistance of Bloomberg Automation.