华尔街论剑丨下周美联储会不会大反转?

第一财经2023-03-15

在硅谷银行暴雷后市场积极对美联储加息周期重新定价,刚刚出炉的美国2月消费者物价指数(CPI)尽管符合预期,但仍处于高位。当前美联储官员进入缄默期,市场对政策路径的讨论异常激烈。加息周期结束了吗?华尔街如何判断美联储未来的政策路径?瑞银证券投资总监及债券策略师骆昀婷:在采取特别措施支持金融体系后,美联储短期内恐难加息,特别是此次危机源起加息。推迟几周加息不会对通胀前景产生重大影响,故美联储可能在下周...

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