分析:美联储内斗恐撕裂资产定价,降息或将成为妥协的可能路径

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Odaily星球日报讯 美联储常因过于追求共识而遭诟病,如今其利率决策可能出现一连串分歧投票。这不仅会弱化政策传达效果,还将加剧外界对其独立性的质疑。无论最终结果如何,本月会议大概率将出现多张反对票。在美联储利率制定机构——联邦公开市场委员会(FOMC)的 12 位投票委员中,多达 5 人已对进一步降息表示反对或质疑,而理事会的 3 位核心成员则支持降息。分析师认为,若 FOMC 政策声明及鲍威尔会后新闻发布会中加入“后续可能暂停货币宽松”的表述,降息或将成为达成妥协的可能路径。在政策制定者进入“沟通静默期”前的最后表态中,降息怀疑论者称仍持开放态度;而自去年夏季察觉到就业市场放缓后便力推降息的沃勒则表示,12 月之后是否继续降息,将取决于统计机构在 43 天创纪录政府停摆后补全的大量数据。(金十)

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