HankeHo
07-30
9月也不会加息，天天小作文。我该听沃什还是其它三人的加息信息？
美联储释放鹰派重磅信号！3票支持加息，9月会议或迎“政策大逆转”
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href=\"https://laohu8.com/S/MS\">摩根士丹利</a><span>财富管理</span>（Morgan Stanley Wealth Management）首席经济策略师埃伦·曾特纳（Ellen Zentner）表示，目前市场对加息的定价很可能只是被“往前推迟”了。她说，9月会议仍然是一个“活跃”的会议，意味着届时仍存在明显的政策转向可能。</p><p>NISA投资顾问公司（NISA Investment Advisors）首席经济学家斯蒂芬·道格拉斯（Stephen Douglass）则认为，3名委员的反对票可能意味着美联储实际上采取的是一次“鹰派按兵不动”。不过，他仍预计美联储下一步行动会是明年3月降息。</p><p>通胀与能源冲击成关键变量</p><p>多位美联储观察人士表示，央行将密切分析即将公布的通胀报告，因为持续的能源价格冲击可能进一步推高物价读数。沃什表示，美联储的重点是将通胀压回其偏好的2%年率目标，尽管过去一段时间通胀读数持续偏热。</p><p>沃什周三表示：“你们以前也听过这句话，但我们会实现价格稳定。”</p><p>DoubleLine Capital首席执行官杰弗里·冈拉克（Jeffrey Gundlach）认为，问题在于，要真正把通胀拉回2%，政策可能需要进一步收紧。他周三在CNBC节目《Closing Bell》中表示：“如果你真的想达到2%，我认为你必须提高利率。”</p><p>对于股市和债市而言，当前的核心变化在于，美联储内部的分歧正在强化市场对紧缩路径的预期。若后续通胀数据继续偏强，9月会议可能成为决定政策方向的重要节点；反之，如果物价压力缓和，市场对加息的押注也可能再度回落。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅>></p>\n<div>\n 责任编辑：栎树\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储释放鹰派重磅信号！3票支持加息，9月会议或迎“政策大逆转”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 13:05 北京时间 <a href=https://usstock.jrj.com.cn/2026/07/30130557952920.shtml><strong>FX168全球投资</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街对本周美联储决议的解读已经相当明确：在通胀仍是首要任务的背景下，下一步更可能是加息，而不是继续观望。美联储在主席凯文·沃什（Kevin Warsh）主持的第二次会议上决定维持利率不变，但沃什关于通胀的表态，以及多名政策制定者的反对票，正让投资者越来越相信，美联储下一次行动将是上调利率。尽管维持利率不变符合市场普遍预期，但本周有3名政策制定者与委员会决定相左，转而主张加息。BMO资本市场（...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/07/30130557952920.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BND":"债券指数ETF-Vanguard美国","EMPB":"Efficient Market Portfolio Plus ETF","TBIL":"US Treasury 3 Month Bill ETF","CIVG":"Corgi 1-5 Year Investment Grade Corporate Bond ETF","VGIT":"中期国债ETF-Vanguard","VCIT":"美国中期公司债-Vanguard","TLH":"iShares安硕10-20年国债ETF","MUB":"美国市政债ETF-iShares","SPY":"标普500ETF","OOQB":"One+One Bitcoin and Ether ETF","DBND":"DoubleLine Opportunistic Bond 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Management）首席经济策略师埃伦·曾特纳（Ellen Zentner）表示，目前市场对加息的定价很可能只是被“往前推迟”了。她说，9月会议仍然是一个“活跃”的会议，意味着届时仍存在明显的政策转向可能。NISA投资顾问公司（NISA Investment Advisors）首席经济学家斯蒂芬·道格拉斯（Stephen Douglass）则认为，3名委员的反对票可能意味着美联储实际上采取的是一次“鹰派按兵不动”。不过，他仍预计美联储下一步行动会是明年3月降息。通胀与能源冲击成关键变量多位美联储观察人士表示，央行将密切分析即将公布的通胀报告，因为持续的能源价格冲击可能进一步推高物价读数。沃什表示，美联储的重点是将通胀压回其偏好的2%年率目标，尽管过去一段时间通胀读数持续偏热。沃什周三表示：“你们以前也听过这句话，但我们会实现价格稳定。”DoubleLine Capital首席执行官杰弗里·冈拉克（Jeffrey Gundlach）认为，问题在于，要真正把通胀拉回2%，政策可能需要进一步收紧。他周三在CNBC节目《Closing Bell》中表示：“如果你真的想达到2%，我认为你必须提高利率。”对于股市和债市而言，当前的核心变化在于，美联储内部的分歧正在强化市场对紧缩路径的预期。若后续通胀数据继续偏强，9月会议可能成为决定政策方向的重要节点；反之，如果物价压力缓和，市场对加息的押注也可能再度回落。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n 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