美联储会议纪要显示加息速度将放缓, 加密市场或迎来反转

MirrorPublished on 2022-11-24Last updated on 2022-11-24

Abstract

刚刚公布的美联储11月1-2日会议纪要显示,随着包括房地产在内的利率敏感型行业的疲软,美联储官员对控制通胀信心更高。在会议纪要公布后,美元进一步探底,币价开始反转。

刚刚公布的美联储11月1-2日会议纪要显示,随着包括房地产在内的利率敏感型行业的疲软,美联储官员对控制通胀信心更高。在会议纪要公布后,美元进一步探底,币价开始反转。

这份纪要强调了什么?

美联储官员重申了2%的长期通胀目标,这意味着短期货币政策转向难度较大。

美联储一直关注:通胀+劳动力市场。目前美国通胀依然高企、劳动力市场依旧强劲,美联储官员认为还是需要进一步提高联邦基准利率(Fed Rate)。

会议纪要称:低于潜在GDP增速的经济增长能够帮助通胀降温。

美联储加息压力似乎正在出现边际改善

纪要显示:大多数官员认为放慢加息能够帮助美联储更好地评估和降低金融风险。也有一少部分官员坚称需要有更多具体迹象佐证通胀压力消退后,再放慢加息步伐。

近期公布的美国采购经理人指数凸显了对经济进一步疲软的担忧,油价新一轮下跌也是这个担忧的外在表现。

本次纪要凸显了再美联储内部谨慎和激进的阵营之间的分歧加大。不过未来一旦有更多通胀见顶数据,预计美联储会有更多官员进一步放弃加息立场。

今年12月的加息压力降低

目前来看,美联储将在12月中旬的会议上宣布加息50个基点的可能性已经远大于75个基点。

货币的收紧对于通胀和经济的影响开始出现,美联储内部对于是否这么快加息也有不同声音。于是市场看到彭博的美元指数开始破位,市场对于加息预期开始有所反转。

加密市场开始受益

因为货币市场的放松和美元指数的下行,传统市场的投资者对物价压力的环节更有信心。所以,美股在昨天继续上涨,加密市场也受到美股的鼓舞,BTC开始上扬。

很多投资者认为他们已经看到了漆黑隧道尽头的光芒了,我们可以看到近期资金已经从场外涌回Crypto市场。

Make Crypto Surge Again!

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