美联储关注潜在降息的通胀数据:投资者需要知道什么

币界网Pubblicato 2024-07-17Pubblicato ultima volta 2024-07-17

币界网报道:

纽约联储主席约翰·威廉姆斯表示,美联储可能会在未来几个月考虑降息,但强调在即将于7月底举行的央行会议上不会采取这样的行动。

威廉姆斯指出,最近的通胀数据和劳动力市场状况的缓解是实现美联储2%通胀目标的积极步骤。他强调了这些积极的迹象,但指出需要更多的数据来确保通胀持续向2%的目标迈进。

尽管美联储在7月30日至31日的会议上不太可能降息,但威廉姆斯表示,如果目前的趋势继续下去,美联储可能会考虑在9月中旬的会议上降低短期利率。他提到,美联储将在7月至9月期间“收集更多信息”,这表明即将公布的经济数据对于指导美联储的决策至关重要。

最近的数据,包括6月份的消费者价格指数,表明通货膨胀普遍下降。威廉姆斯驳斥了人们对将通胀率从约2.5%降至美联储2%目标的担忧。他强调,各种通胀指标都在改善,不同指标都取得了稳步进展。

美联储从2022年的接近零的快速加息是为了对抗已经达到40年来最高水平的通货膨胀。联邦基金利率目前约为5.3%,为20多年来的最高水平。威廉姆斯强调,即使利率降低,也会高到足以限制经济活动。他补充说,目前的限制性政策是适当的。

债券投资者对最近的通胀报告做出了回应,提高了他们对降息的预期,这已经开始为潜在借款人提供一些缓解。例如,本周30年期抵押贷款的平均利率已从本月早些时候的7.14%降至6.84%左右。

美联储面临着一个微妙的平衡,即降息太慢,有可能导致招聘大幅放缓,以及行动太快,这可能会使通胀稳定在目标之上。威廉姆斯强调了在不需要长期干预的情况下实现劳动力市场供需平衡的重要性。

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