美联储内部分歧不断加大，权宜之计来了：6月不加息，7月再加

华尔街见闻2023-05-19

面对美联储内部日益公开化的分歧，达拉斯联储主席Lorie Logan认为，6月跳过加息行动是合适的。她说：“未来几周的数据仍可能表明，6月跳过加息行动是合适的。不过，截至今天，我们还没有做到完全控制住核心通胀率上升。”对于是在下个月的FOMC会议上是继续加息还是暂停加息，美联储官员的分歧越来越大。一些美联储官员提出了一种妥协：“跳过”，即美联储6月会议上不加息，但在7月的下一次会议上重新加息。周四...

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哈哈哈哈12345
2023-05-19
哈哈哈哈12345
LOL
哈哈哈哈12345
2023-05-19
哈哈哈哈12345
why
远景美丽
2023-05-19
远景美丽
为什么要跳过，6月的形势太差了？

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href=https://wallstreetcn.com/articles/3689127><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对美联储内部日益公开化的分歧，达拉斯联储主席Lorie Logan认为，6月跳过加息行动是合适的。她说：“未来几周的数据仍可能表明，6月跳过加息行动是合适的。不过，截至今天，我们还没有做到完全控制住核心通胀率上升。”对于是在下个月的FOMC会议上是继续加息还是暂停加息，美联储官员的分歧越来越大。一些美联储官员提出了一种妥协：“跳过”，即美联储6月会议上不加息，但在7月的下一次会议上重新加息。周四...</p>\n\n<a 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Logan认为，6月跳过加息行动是合适的。她说：“未来几周的数据仍可能表明，6月跳过加息行动是合适的。不过，截至今天，我们还没有做到完全控制住","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4588":"碎股","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","DXD":"道指两倍做空ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","OEX":"标普100",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","DJX":"1/100道琼斯","SDS":"两倍做空标普500ETF"},"translate_title":"The differences within the Fed are increasing, and the expedient measures have come: no rate hike in June, and another in 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Logan表示她不准备叫停美联储的加息行动。她提出了一个方案：6月跳过加息行动。Logan说：未来几周的数据仍可能表明，6月跳过加息行动是合适的。不过，截至今天，我们还没有做到完全控制住核心通胀率上升。她表示，通胀仍然太高，美联储6月会议上暂停加息的理由还不明确。Logan说她对6月13-14日举行的会议持开放态度，但对通胀缺乏进展表示失望。Logan指出，美联储过去十次会议中的每一次都在加息，美国取得了一些进展。Logan此番表态一出，市场预计在6月13日至14日进行的FOMC会议上，美联储加息的可能性增加，7月会议的加息可能性也同时提升。据芝商所的统计，当前市场预计美联储6月加息的可能性接近四成。市场预计，美联储主席鲍威尔本周五在华盛顿的美联储会议上发表讲话时，可能会为投资者提供更多信息。与Logan不同，亚特兰大联储主席Raphael Bostic公开支持观望态度，他还表示，6 月不加息并不一定意味着美联储已经结束本轮加息周期：暂停可以是跳过这一次加息，也可以是暂停时间更长。现在有很多不确定性，所以我们必须看看事情会如何发展，了解什么是真实的信号，什么是噪音，这将是一周又一周数据才能给出来的信息。美联储在过去一年多一点的时间里将利率提高了5个百分点，尽管通胀大幅下行，但通胀率仍远高于2%的目标。最近，美联储高官纷纷就6月是否应该加息表态，和以往FOMC会议前几乎步调一致的表态不同的是，当前美联储内部分歧日益公开化。美联储知名鹰派官员、克利夫兰联储主席Mester给出了近日美联储各高级官员中最鹰派的发声。她明确表示认为还应继续加息：根据我目前掌握的数据，考虑到通胀一直以来如此顽固，对我来说，我不认为下一步联邦基金利率水平上升和下降的概率是相等的。里士满联储主席Barkin强调，他对美联储6月份的行动持开放态度。但同时指出，他仍希望获得明确的信号显示高通胀已经被击败。如果需要，他也会支持进一步加息。“我确实想更多地了解所有这些滞后效应的情况。但我也想降低通货膨胀。如果有必要进行更多加息，我很乐意这样做。”对于美联储在5月发出的暂停加息信号，Barkin表示，官员们尚未决定他们将在下个月的FOMC会议上做什么。上一份声明发出的信息是一种选择性，不确定性很高，在下次会议之前有很多数据要公布。美联储三号人物、拥有FOMC永久投票权的纽约联储主席Williams表示，降低通胀率水平是至关重要的。美国经济仍面临高得不可接受的通胀的困扰，但已经开始走向正确的方向。美国经济正在恢复到正常模式中，开始见到需求与供给重归平衡。虽然Williams没有详细说明他希望美联储下个月的行动是什么，但分析指出，他讲话给人的感觉是，乐于采取观望态度。“我们知道我们的决定需要一段时间才能完全影响经济。我们必须做出决定，然后观察会发生什么，获得反馈，看看经济表现如何。”济。我们必须做出决定，然后观察会发生什么，获得反馈，看看经济表现如何。”","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":652651039,"gmtCreate":1684501717422,"gmtModify":1684501724730,"author":{"id":"4103087184753720","authorId":"4103087184753720","name":"哈哈哈哈12345","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4103087184753720","authorIdStr":"4103087184753720"},"htmlText":"LOL","listText":"LOL","text":"LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652651039","repostId":2336550660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":652653434,"gmtCreate":1684501452128,"gmtModify":1684501698073,"author":{"id":"4103087184753720","authorId":"4103087184753720","name":"哈哈哈哈12345","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4103087184753720","authorIdStr":"4103087184753720"},"htmlText":"why","listText":"why","text":"why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652653434","repostId":2336550660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":652634243,"gmtCreate":1684480138383,"gmtModify":1684480140466,"author":{"id":"4088165367992080","authorId":"4088165367992080","name":"远景美丽","avatar":"https://static.tigerbbs.com/28b4a1d361e0026cb05a63e0c1f60e44","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088165367992080","authorIdStr":"4088165367992080"},"htmlText":"为什么要跳过，6月的形势太差了？","listText":"为什么要跳过，6月的形势太差了？","text":"为什么要跳过，6月的形势太差了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652634243","repostId":2336550660,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":3,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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