高盛因CPI数据调整美联储利率预测
Why Goldman Sachs is now changing its Federal Reserve interest-rate forecast
After Tuesday's hotter-than-expected CPI data, Goldman Sachs adjusted its forecast for the Federal Reserve's rate path, expecting the Fed to tighten policy further.
Goldman Sachs' adjustment to its Fed rate-path forecast after the hot CPI data reflects that mainstream institutions' judgments on the pace of policy are being revised as data come in, which directly affects rate expectations and the pricing of dollar assets. For gold and forex traders, the focus should be on whether more institutions follow with upward revisions to tightening expectations, and how changes in rate expectations transmit to the linkage between the dollar and gold prices.
在CPI数据超预期后,高盛调整美联储利率路径预测,可观察机构对政策节奏判断的变化。
来源:MarketWatch Top Stories · marketwatch.com