通胀加速回升将使美联储加息之路更为平坦
关键字:通胀加速回升将使美联储加息之路更为平坦
上周的美国通胀数据(包括5月进口物价及PPI)为通胀企稳上行添加了新的证据。纽约联储调查显示,通胀预期升至今年以来最高水平,太平洋投资管理公司和野村证券预计,美国通胀料将加速。美联储加息得到有力支持,黄金可能继续探底。
上周公布的数据显示,美国5月进口物价指数月率和PPI月率显著回升,结合上周公布的ISM制造业及非制造业指数跳升,非农就业报告平均时薪增速超预期的情况来看,美国通胀水平未来可能加速上行,这或许迫使美联储尽早加息,黄金短期内可能继续承压,直至加息落地,随后获能寻得中期底部。
太平洋投资管理公司(Pimco)近日表示,美国通胀料加速上扬,看好对抗借贷成本上升的债券。Pimco美国核心策略投资长Scott Mather表示,“我们看到美国抗通胀债券的投资价值,预计美国通胀回升到目标的速度会相当快,未来几年甚至可能会超过目标。”Pimco基金5月将美国国债和相关债券的持仓砍掉近2/3,随后6月市场就出现债券抛售潮。
本文来源: 大田环球贵金属
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