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CPI高企、FED升息預期狂飆!黃金多頭警惕金價或遭惡性拋售! @ 2023-03-15T16: Back Hot News
Keyword:美國 通脹 符預期
Concept:美國經濟 , 通脹符預期
美國稱被俄羅斯擊落無人機,是兩國罕見的軍事對撼,一度令美股蒸發逾480點升幅,不過,局勢未有進一步惡化,道指迅即恢復風險胃納,回復聚焦美國通脹數據符預期 ,截至今晨4時(即收市),道指升336點,報32155點;標指升64點,報3920點;納指升2.1%,報11428點。
事實上,這次危機令鮑威爾陷入兩難局面,若再啟動激進加息,可能要承受更大經濟代價,尤其中小銀行可能出現新一輪擠提潮。若停止加息,甚至改為減息,通脹不但可能再度失控狂飆,之前的所有努力便付諸流水,還令到儲局幣策無法維持連貫性,嚴重削弱儲局的公信力。儲局向來是視乎經濟數據而決定加息多寡,主要考慮因素是就業和通脹兩大數據。2月份非農職位增加31.1萬份,勝預期,但失業率卻增至3.6%,而昨天公布的消費物價指數(CPI)按年增長6%,連續8個月回落,符預期,兩項數據均表現就業和經濟仍保持強勁勢頭,仍有加息需要,但未到大幅加息地步。相信儲局下周極可能維持加息0.25厘,既向市場釋出遏通脹的決心,也維護金融穩定,保住公信力。
美國9月密歇根大學消費者信心指數初值報59.5,為今年4月以來新高,但仍低於預期60,前值為58.2。密歇根大學1年通脹預期初值為4.6%,符預期,前值為4.8%。

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