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分析:美聯儲鷹派轉向壓縮沃什降息空間

2026-05-25 10:17:24

ChainCatcher 消息,据金十報導,分析師 Eamonn Sheridan 指出,美聯儲 4 月會議紀要顯示其立場已明顯變化,強調根據經濟數據"靈活、迅速"作出反應的表述已被新的措辭取代。持續高企的通脹和伊朗衝突的不確定性可能意味著政策需要維持暫停更長時間。

沃什面臨的通脹形勢複雜,官員們指出高企的燃料成本正在傳導至航運費率和機票價格等領域,使通脹壓力擴散。市場預期如果通脹未能回落,美聯儲可能在 2026 年底或 2027 年初重新加息。

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