花旗大改口！不再预计下周降息50个基点，强调住房通胀强于预期

英为财情09-12

英为财情Investing.com- 花旗集团分析师在最新的美国通胀数据公布后，一改他们对美国利率前景的预测，现在他们预计美联储将在下周的会议上降息25个基点，而此前花旗多次预计将降息50个基点。在上周非农就业数据发布后，花旗银行表示，他们越来越相信美联储将在就业市场继续冷却的情况下实施多次大规模降息。然而，由于住房通胀数据强于预期，分析师扭转了这一强烈的鸽派越策。利率下降之际，寻找替代...

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No longer expects a 50 basis point rate cut next week, highlighting stronger-than-expected housing inflation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"C":1},"content_text":"英为财情Investing.com- 花旗集团分析师在最新的美国通胀数据公布后，一改他们对美国利率前景的预测，现在他们预计美联储将在下周的会议上降息25个基点，而此前花旗多次预计将降息50个基点。\n在上周非农就业数据发布后，花旗银行表示，他们越来越相信美联储将在就业市场继续冷却的情况下实施多次大规模降息。然而，由于住房通胀数据强于预期，分析师扭转了这一强烈的鸽派越策。\n\n利率下降之际，寻找替代利息收入的股票，一睹美国高息股风采！稳稳阵阵收息，来InvestingPro。\n\n分析师指出，6月核心消费者价格指数（CPI）环比上升了0.281%，超出了预期。花旗银行特别提到了业主等效租金（OER）的上升，这一数据增加了0.50%，为1月以来的最高读数。\n尽管这一数据可能预示着住房通胀的潜在回升，但花旗认为这更可能是暂时的现象，而不是长期趋势。\n此外，花旗分析师认为核心通胀率仍然足够缓慢，可为降息提供理由。不过，花旗银行写道：“业主等效租金的上升可能刚好足以说服联邦公开市场委员会（FOMC）在下周的会议上降息25个基点，而非50个基点。”\n目前，核心CPI三个月年化率为2.07%，分析师预计8月的核心个人消费支出（PCE）通胀环比将仅上升0.19%。\n就业市场将继续是美联储关注的主要焦点。花旗分析师预计，今年总共将降息125个基点，其中11月和12月分别降息50个基点。\n尽管更强的OER数据可能会使降息过程更加谨慎，花旗仍然认为整体经济状况支持降息。\n***\n查看大佬持仓，就用InvestingPro灵感工具\n四位知名投资人持仓数据直达连接：\n巴菲特持仓：https://cn.investing.com/pro/ideas/warren-buffett\nAckman/潘兴广场持仓：https://cn.investing.com/pro/ideas/bill-ackman\n桥水/达里奥持仓：https://cn.investing.com/pro/ideas/ray-dalio\n索罗斯持仓：https://cn.investing.com/pro/ideas/george-soros\n编译：刘川\n英为财情Investing.com：Instagram@investingcomhk； X账号@InvestingCN","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.0","shortVersion":"4.28.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2466452512"}