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亞特蘭大聯儲博斯蒂克料今年減息一次美股US Stocks Quote - 外圍新聞內容Golbal News Content @ 2025-08-22T Back Hot News
Keyword:聯儲
Concept:聯儲局減息 , 美聯儲降息
高盛料聯儲局9月重啟減息
7月非農報告對前值的大幅下修,堅定了市場對於9月減息的信心。即便同期的核心消費者物價指數(CPI)與生產者物價指數(PPI)按年增速雙雙反彈,卻絲毫未減幣策寬松的樂觀預期。芝交所FEDWATCH數據顯示,9月聯儲減息概率高達96.2%,年底前有望降息0.75厘。目前押注9月減息0.5厘的期權合約高達32.5萬份,權利金成本約1000萬美元。這意味著若如期減息這一幅度,上述頭寸將獲利1億美元。
聯儲局若干官員近期頻頻暗示減息在望,市場焦點已轉向最能把握減息機遇的增長股。利率下降不僅能降低企業融資成本,更可刺激消費,令高增長企業估值水漲船高。
目前市場人士多預期聯儲局下月將會重啟減息。據CME「美聯儲觀察」數據顯示,聯儲9局月維持利率不變的機會率為13.9%,減息25個基點的機會率為86.1%。10月維持利率不變的機會率為6.5%,累計減息25個基點的機會率為47.5%,累計減息50個基點的機會率為46%。
特朗普數月來持續抨擊鮑爾,試圖施壓聯儲局大幅減息數個百分點。特朗普聲稱此舉將為美國節省大筆資金,減輕國家長短期債務負擔。

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