要闻 来源:中国银河证券 时间:2022-11-16 09:00:45
【资料图】
11月份美联储仍然坚持加息预期需要观察通胀和就业,其中通胀短期更为重要。而10月份的通胀下行带来了美联储加息预期的减弱。10月份通胀中房屋的价格并未下行,房屋的先行指标全部走弱,预期未来2个月房屋价格走低会拉低CPI,美国CPI继续下滑趋势明显。美联储的紧缩处于收尾阶段。欧央行的收紧可能会在美联储之后,但鉴于欧洲的经济情况,欧央行的收紧可能不如美联储坚决。
(文章来源:中国银河证券)
标签: 银河证券
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