安本預期聯儲局明年將繼續維持息率不變 (11:54) – 20231102 – 即時財經新聞

至於聯儲局會否於12月繼續暫停加息,Ray Sharma-Ong認為,將取決於金融狀況收緊的持續性,聯儲局目前的利率點陣圖顯示今年將再次加息,如果金融狀況迅速逆轉,聯儲局仍會於12月再次加息,原油價格所導致的通脹上升可能需要進一步的政策應對,但此風險已經降低,原油價格已接近回復至戰事開始時(2023年10月7日)的水平。

昨晚美國國債孳息率下跌,Ray Sharma-Ong指出,主要基於美國財政部宣布的再融資規模小於預期,美國國內數據顯示ISM製造業指數較預期弱,加上聯儲局承認近期金融狀況收緊可能會取代聯儲局進一步的政策收緊,展示出鴿派風向。

Ray Sharma-Ong預期,聯儲局明年將繼續維持息率不變,將令美國與其他地區之間的利率差異趨於穩定,支持高利差的貨幣,並減少因政策不確定性而導致的市場波動,還將使股票市場能夠更好地根據公司基本面來定價。

 

其他報道

青島啤酒邁向四連跌 曾跌近2% 昨證工人小便加料 向消費者致歉

余偉文:聯儲局暫停加息 仍需留意通脹趨勢

港元拆息個別發展 1個月HIBOR終止2連跌

受美國限制措施影響 長江存儲據報需大規模融資

美國學者:倘中國封鎖台灣 全球經濟兩季度內恐損失數萬億美元

嘉信理財裁員超過2000人

金管局12月4日推泰港支付系統

韓國通脹續升 經濟復蘇持續 韓圜升值逾1% 近1個月最大幅度

小米最多升近6% 「雙11」開門紅 未足4小時累計支付額破百億人幣

日本推17萬億經濟刺激計劃

金管局:高息環境或持續 港元拆息料仍處較高水平

恒指今早高開180點 科指升1.6% 升穿20天線 鍋圈上市平開

友寶在線IPO中間價10.35元定價 一手中籤率15%

港股ADR升28點 夜期高水55點 美期亞股升 鍋圈上市 香港寬頻等業績

聯儲局放鴿 押注緊縮周期大機會完結 道指升221點

鮑威爾放鴿 1月底前加息機會降

北水增持中生製藥 減持中石油

聯儲局維持息率不變 符預期 但為未來潛在加息預留空間





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