2015 (97)
2016 (51)
今天下午2:00整,美聯儲終於公布是否加息的決定:繼續維持0-0.25%基準利率不變。
但是,聯儲9月沒加息不等於10月或12月不加息。輿論估計聯儲12月加息的概率(64%)大於10月份加息的概率(41%)。不過是否加息或者何時加息,聯儲有2條標準:
1. 失業率 (現在失業率跌下來了,符合聯儲加息標準)
2. 通脹 CPI (現在通脹標準不達標)聯儲加息的通脹標準是2%。今天公布的CPI是0.1%,核心CPI是-0.1%)。這簡直是相差甚遠。
實話實說,美國經濟現狀是好壞參半。美聯儲本月沒加息就證明:全球金融動蕩美國經濟也無法獨善其身。美聯儲不是不想加息。加息就是“剪羊毛”!美聯儲加息,新興市場哀鴻遍野。美元走強,外資全部回流美利堅。難怪中國不滿!萬般無奈,隻有大把拋棄美國債來捍衛RMB。自然,全球小兄弟一擁而上,紛紛仿效。山姆大叔一下子傻了眼,嗚呼哀哉,8月份全球金融動蕩由此產生。
美聯儲FOMC今天聲明全文(英文)鏈接:http://www.federalreserve.gov/newsevents/press/monetary/20150917a.htm
“Recent global economic and financial developments may restrain economic activity somewhat and are likely to put further downward pressure on inflation in the near term. Nonetheless, the Committee expects that, with appropriate policy accommodation, economic activity will expand at a moderate pace, with labor market indicators continuing to move toward levels the Committee judges consistent with its dual mandate. The Committee continues to see the risks to the outlook for economic activity and the labor market as nearly balanced but is monitoring developments abroad.”
看懂了嗎?事到如今,美聯儲怎麽敢輕舉妄動。隻有等到習大大到美國白宮和08閉門商談。桌上桌下明裏暗裏達成協議和默契後,美聯儲才會采取行動。
無論如何,美中2強實際上已經是命運共同體!和則兩利,鬥則兩敗俱傷。希望有頭腦的美國領導人能看清楚當今世界發展潮流的大趨勢 。。。。。。