芝加哥联储主席Goolsbee称通胀报告“近乎令人不安”,美联储权衡进一步加息
Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes
Presiden Fed Chicago Goolsbee menyebut laporan CPI bulan Oktober "hampir mengganggu" dan mengatakan bahwa tekanan harga yang disebabkan oleh tarif belum mereda seperti yang diharapkan, dan tingginya inflasi yang terus berlanjut di industri jasa mengkhawatirkan. CPI naik 0,4% bulan ke bulan di bulan Oktober, lebih tinggi dari perkiraan ekonom; Gubernur Dewan Federal Reserve Waller mengatakan bahwa jika CPI inti berada di sekitar 0,3, maka kenaikan suku bunga sebesar 50 basis poin pada bulan Desember harus dibahas, sementara Presiden Fed Dallas Logan menganjurkan dua suku bunga tambahan sebesar 25 basis poin.
After October CPI came in above expectations month-on-month, several Fed officials spoke out in quick succession, with the divergence centered on whether the December hike should be 50 basis points or two 25 basis point moves, and uncertainty over the policy path has clearly risen. For gold and forex traders, what is worth watching is whether officials repeatedly mention tariff pass-through and sticky services inflation, which will affect the market's reassessment of the terminal rate and dollar pricing.
多位美联储官员在CPI超预期后集中表态,读者可据此判断12月加息幅度分歧与市场定价变化。
来源:CNBC Top News · cnbc.com