美联储6月纪要：除了讨论缩减QE还要关注什么？_老虎社区_美港股上老虎

美联储6月纪要：除了讨论缩减QE还要关注什么？

华尔街见闻2021-07-08

作者：周欣瑜周四凌晨，美联储公布6月政策会议纪要。纪要中FOMC讨论了建立国内常设回购协议工具（SRF）和常设外国国际货币当局（FIMA）回购工具；经济展望中肯定了当前正在快速的扩张，也提到围绕经济前景的不确定性正在升高；以及市场关注的，对缩减资产购买计划进行了讨论。看点一、SRF是个什么工具？其中，常设 FIMA 回购工具类似于现有的临时 FIMA 回购工具。即外国央行可以美国国债向美联储...

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allenkee2021
·2021-07-09
好
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Youn7276
·2021-07-09
阅！
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- Jamesncm:
  👍🏻
  2021-07-09
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- KeithHan:
  😅
  2021-07-09
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文仔虎
·2021-07-08
，read
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增长将大幅增加，失业率相应迅速下降。对近期通胀前景进行了显着上修，但依然预计今年通胀的上升将是暂时的。但对一些方面也变得比较谨慎：\n1、“围绕经济前景的不确定性正在升高。”这主要是源于疫情的风险。\n2、“经济仍远未实现基础广泛且具有包容性的最大就业目标。”\n3、一些与会者认为，“供应链中断和劳动力短缺使评估委员会目标进展的任务变得复杂，而且这些因素消散的速度不确定。”\n4、“通胀预测风险倾向于上行。”\n整体基调来看，委员们认为当前劳动力市场的复苏情况并没有达到目标。提前退休、对病毒的担忧、育儿责任和失业保险福利扩大等因素依然是阻碍当前就业市场的重要因素。也有几位与会者强调，低利率正在助长房价上涨，房地产市场的估值压力可能构成金融稳定风险。\n看点三、对缩减资产购买计划进行了讨论\n纪要显示，与会者讨论了资产购买和实现进展。并没有明确退出时点，但比上期的初步讨论更多的讨论了退出内容。包括：\n1、委员普遍认为“进一步取得实质性进展”的标准尚未达到。但多位与会者提到鉴于即将到来的数据，预计开始放缓资产购买步伐的条件将比他们在之前的会议上预期的要早一些。\n2、重要的是要做好准备以在适当的情况下降低资产购买的步伐，以应对意外的经济发展，包括实现委员会目标的速度快于预期或出现可能阻碍委员会目标实现的风险。\n3、不同的参与者就委员会的机构 MBS 购买提出了他们的看法。\n4、在接下来的会议上，与会者同意继续评估经济在实现目标方面的进展，并开始讨论调整资产购买路径和构成的计划。","kind":"news","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":143114404,"gmtCreate":1625780843308,"gmtModify":1633937510172,"author":{"id":"3587017404679971","authorId":"3587017404679971","name":"allenkee2021","avatar":"https://static.tigerbbs.com/8ba711dfef3c288d5c7542b3c2088243","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3587017404679971","authorIdStr":"3587017404679971"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143114404","repostId":1132708633,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":143137610,"gmtCreate":1625779351630,"gmtModify":1633937517230,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"阅！","listText":"阅！","text":"阅！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143137610","repostId":1132708633,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5164818,"gmtCreate":1625780863400,"gmtModify":1635233913419,"authorId":3571120667520543,"author":{"id":3571120667520543,"idStr":"3571120667520543","authorId":3571120667520543,"name":"Jamesncm","avatar":"https://static.tigerbbs.com/50b5a8cecfd626276c69a9bcb639f30d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":143137610,"type":1,"supId":0,"prevId":0,"content":"👍🏻","text":"👍🏻","html":"👍🏻"},{"id":5173492,"gmtCreate":1625840182397,"gmtModify":1635233211862,"authorId":3573373078542650,"author":{"id":3573373078542650,"idStr":"3573373078542650","authorId":3573373078542650,"name":"KeithHan","avatar":"https://static.tigerbbs.com/499148728d0c775136a5099e0d8769c0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":143137610,"type":1,"supId":0,"prevId":0,"content":"😅","text":"😅","html":"😅"}],"langContent":"CN"},{"id":143961589,"gmtCreate":1625756139441,"gmtModify":1631891569945,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"htmlText":"，read","listText":"，read","text":"，read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143961589","repostId":1132708633,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":64,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}