3月要不要加息，华尔街吵翻了！

华尔街见闻2023-03-15

目前大部分华尔街分析师认为，虽然通胀数据不是很火热，但仍足以推动美联储在3月22日的FOMC会议上加息25个基点。硅谷银行危机持续发酵，美国通胀涨势再起，美联储下一步会作何打算？隔夜发布的美国2月通胀报告显示，核心CPI环比高于预期，鲍威尔首选的“超级核心通胀”（不包括住房和租金）从0.36%上升到0.5%，为去年9月以来的最高水平。除住房外，娱乐和机票价格也有所上涨，而鸡蛋和肉类指数下降，能源...

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极痛黑魂
2023-03-15
极痛黑魂
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Hunter强调加息给经济带来的负面影响：从表面上看，通胀的持续加剧令专注于维持金融稳定美联储陷入困境，但即使当前危机迅速得到解决，我们认为加息带来的信贷条件收紧仍将对经济造成持久损害。Interactive Investor的投资主管Victoria Scholar认为：当金融条件收紧，美国经济衰退风险增加时，银行危机带来的影响实际上会缓解通胀压力。相对鹰派：加息25个基点以下是相对鹰派分析师的看法。BMO固定收益策略师Ian Lyngen认为，下周加息25基点已成定局。总的来说，这次最新通胀情况意味着下周加息25个基点已成定局。但同时，地区性银行业面临的压力仍是个未知数。Ira Jersey BBG Intel首席美国利率策略师表示：这些数据足够强劲，暗示美联储将在下周加息25个基点。美联储面临的挑战将是传达这样一种信息：它准备帮助缓解金融业的流动性，但仍需要抗击通胀。对于美国国债市场，我们认为在美联储会议之前，长期收益率将保持在3.32%至3.9%的区间。Boock Report的作者Peter Boockvar写道：我们看到服务通胀再次加速，抵消了商品通胀的放缓。租金增长被夸大了，由于房屋需求将为稳定，因此仍保持的3—4%的增速。另一方面，商品价格持续下行中意味着通胀放缓是可持续的，但至于为什么我支持美联储下周加息25个基点，之后可能会暂停加息。下周美联储降息是毫无意义，这不仅会显得美联储很软弱，还会让所有直言不讳的鹰派人士看起来很傻。Renaissance Macro策略师Neil Dutta简明扼要地指出：通胀报告的细节对美联储来说并不积极，核心服务通胀（不包括住房）正在加速。CPI数据提醒着美联储，抗通胀斗争还没有结束。预计下周将加息25个基点，如果不是SVB倒闭了，美联储可能加息50个基点。Quadratic Capital Management的创始人Nancy Davis则指出了美联储维护金融稳定和抗击通胀的两难境地：今年到目前为止，鲍威尔经常使用“反通胀”这个词，而周二的报告绝不是“反通胀”。美联储不得不面对这样一个事实，加息不仅未能控制通胀，而且已经开始导致银行体系的不稳定。我们目前的情况是，通货膨胀率仍然很高，经济有进一步疲软的风险，特别是在最近银行倒闭的情况下。美联储已经没有什么好的选择了。","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":9949702517,"gmtCreate":1678870716140,"gmtModify":1678870718637,"author":{"id":"4100077768974590","authorId":"4100077768974590","name":"极痛黑魂","avatar":"https://static.tigerbbs.com/0d1f476ca7d333560fddc7c033fefec5","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":1,"crmLevelSwitch":0,"idStr":"4100077768974590","authorIdStr":"4100077768974590"},"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949702517","repostId":1137602481,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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