每日更新 - 美联储/美国财政部借款咨询委员会 The Daily Update - Fed TBAC

正如普遍预期,昨晚美联储联邦公开市场委员会一致通过既有政策不变,将联邦基金上限利率保持在1%,并声明“委员会认为第1季度经济增长放缓只是暂时,近期经济风险基本保持平衡”。该声明还指出,“最近12个月基准通胀率接近委员会设定的长期目标值2%,家庭支出增长有限,但是支撑持续消费增长的基本面仍很坚固”。

在声明发表前,期货定价显示6月14日联邦公开市场委员会议的加息概率从70%提高到88%。我们同意市场预期,也认为委员会将在下月把基金利率再提高25个基点,尽管我们持有现在和6月14日下次美联储会议期间一整月的数据,以及最近通胀数据低于市场预期。

另一重大新闻是,美国财政部借款咨询委员会宣布由美国财长史蒂芬•姆钦提出、特朗普推行的50年期和100年期国债没有得到多少支持。但是该委员会提议发行20年期国债更有益处,它可减轻目前10年期和30年期国债的压力。

美国财政部借款咨询委员会是所谓的金融世界、共同基金、基金管理人、银行和对冲基金的支柱,受联邦法律制约,每个季度与财政部召开一次会议。该委员会向财政部提交美国经济总体力量的观察报告,并就各种技术债务管理问题提供建议。

新闻报道良好的长期债券收益有所下降,曲线其他位置的债券由于预期六月加息峰值而略有提升。市场预期明天的非农就业数据将有19万新增岗位,失业率会略有提高,达到4.6%,平均小时费将提高0.3%,但同比增长率将稳定在2.7%。

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