#美联储

Fed’s October Beige Book points to higher inflation

Growth was largely in manufacturing sectors largely connected to AI

美联储古尔斯比称上月通胀压力令人担忧，并警告AI基建建设可能导致经济过热

芝加哥联储主席奥斯坦·古尔斯比称，上月广泛存在的通胀压力令人担忧，并警告与人工智能相关的基础设施建设可能令经济过热。

美联储下次会议是否加息仍存分歧，市场加息概率上升

市场参与者和经济学家对美联储是否会在两周后再次加息25个基点意见不一。

美联储褐皮书显示部分地区价格压力加剧

美联储褐皮书显示，近期12个联邦储备区中有一半的价格压力强劲或正在加剧。调查称，能源价格上涨已传导至地方经济。

通胀再度升温，鲍威尔将在曼谷作最终表态

9月通胀数据高于预期，令市场开始预期美联储本月可能加息。此前几周，政策制定者释放出仍有时间等待的信号，使加息前景一度看似不大可能。

Are you behind financially at 50? New numbers reveal how much Americans actually have

Americans are growing richer on average — but not everyone, and not even a little bit equally. The Fed recently published the results from the latest Survey of Consumer Finances, a snapshot of American personal finances taken every three years. Conducted from April to May of 2025, the survey illumin

美国9月CPI同比上涨3.7%，核心CPI近三个月年化上涨3.4%

美国9月CPI环比上涨0.6%，同比上涨3.7%；核心CPI环比连续第二个月上涨0.3%，同比涨幅从2.4%升至2.6%。近三个月核心CPI年化涨幅为3.4%，住房、二手车和机票价格也上涨。报告发布后，两年期美债收益率上升约12个基点，交易员预计10月27日至28日美联储会议加息25个基点的概率升至47%。

同一新闻，精选展示《美国9月未季调核心CPI同比升至2.6%，季调后月率为0.3%》

Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma

There isn’t any way to spin Wednesday’s hot consumer-price index report as good, especially when looking at the bond market’s reaction.

CPI数据推动市场押注美联储加息，股票与债券下跌

通胀自4月以来最快上升，推动市场加大对美联储继续加息的押注，股票和债券同步下跌。高企的能源成本也构成背景。Graham Capital Management董事长兼创始人Kenneth Tropin谈及该公司的量化与主观投资策略。

How high inflation became a 'fact of life' in the U.S.

U.S. inflation has stayed elevated for years, raising concern at the Federal Reserve that consumers may come to expect stubbornly high prices.

美国通胀高于预期后交易员增加对美联储加息的押注

美国通胀数据高于预期后，美债下跌，交易员增加了对美联储本月晚些时候和明年加息的押注。视频中，Rosenberg Research创始人David Rosenberg和Bianco Research创始人Jim Bianco回应9月CPI。

美国9月CPI同比上涨3.7%，高于8月的3.4%

美国劳工部公布，9月CPI同比上涨3.7%，高于8月的3.4%；环比上涨0.6%，为五个月来最大涨幅。剔除食品和能源后，核心CPI同比上涨2.6%，高于前月的2.4%，环比上涨0.3%。报道提到，汽油价格以及数据中心和AI投资带来的芯片与消费电子价格上涨，均与通胀背景相关。

Inflation runs hotter than expected at 3.7% in September, the last CPI report before the midterms

The figures will likely underscore the lingering impact of the Iran war on gas prices and the persistence of inflation

How Iran’s $2 trillion threat puts your AI stocks at risk

The Fed admits it can’t cool Big Tech’s spending spree. Tehran says it can, and it just named the targets.

Fed Would Be 'Stupid' to Raise Rates Now, JPMorgan's Kelly Says

David Kelly, chief global strategist at JPMorgan Asset Management, says he does not expect the Fed to raise rates at its October meeting. Speaking on "Bloomberg Surveillance," Kelly argues that the meeting falls just six days before the election, when policymakers may want to avoid appearing politic

Fed Weighs More Hikes on Inflation Concerns

Barclays senior US economist Pooja Sriram said higher interest rates are a blunt tool that tighten financial conditions and hit rate-sensitive sectors such as housing and autos first. While rising Treasury yields and the bond selloff have added restraint, she said it is unclear whether conditions ar

PGIM首席美国经济学家Sockin称CPI让美联储10月加息可能性进一步上升

PGIM首席美国经济学家Robert Sockin表示，CPI让美联储10月加息的可能性进一步上升。他认为，美国经济至少还需要两次加息；即使美联储本月会议按兵不动，利率整体方向仍是上行。

Fed rate hike call seen tight as inflation heats up - Reuters

Fed rate hike call seen tight as inflation heats up Reuters

美国9月总体CPI和核心CPI同比加速并高于市场预期

美国9月总体CPI和核心CPI同比均加速，且高于市场预期。原标题称，这一通胀表现使美联储维持进一步收紧政策的轨道。

同一新闻，精选展示《美国9月未季调核心CPI同比升至2.6%，季调后月率为0.3%》

ECB’s Simkus Says Inflation Pressures Point to More Tightening

The European Central Bank may need to raise interest rates again because data suggest price pressures keep building, Governing Council member Gediminas Simkus said.

Natixis Economist Sees One More Fed Rate Hike

Christopher Hodge, chief US economist at Natixis, expects core CPI to come in slightly softer than forecast and sees inflation continuing to ease. He discusses the impact of higher energy prices, potential labor market weakness and housing pressures, while forecasting one final Fed rate hike in Dece

美国通胀数据推动交易员增加对美联储加息的押注，美元升至一年多高位

美国通胀数据偏热后，交易员增加了对美联储加息的押注，美元升至一年多来的最高水平。彭博摘要未提供通胀数据的具体数值或完整报道。

美联储官员鲍曼称采取进一步行动前可以“等待观察”

美联储官员鲍曼表示，在采取进一步行动前有时间“等待观察”。

Bullard Sees ‘Two Hikes and Hope’ From Federal Reserve

Former St. Louis Federal Reserve President James Bullard discusses his outlook for the Fed’s policy path through the end of the year on “Bloomberg Surveillance.” (Source: Bloomberg)

BOE’s Bailey Berates Social Media Platforms for Allowing Fraud

Bank of England Governor Andrew Bailey urged social media companies to take greater responsibility for criminal activity on their platforms.

Morning Bid: Let the doves sing - Reuters

Morning Bid: Let the doves sing Reuters

IMF sounds alarm on rising government borrowing costs and cyber-attack risks – business live

Rolling coverage of the latest economic and financial newsGlobal financial system is failing developing countries, says Ed MilibandElsewhere in Bangkok, Bank of England chief economist Huw Pill has suggested that the financial markets may be getting carried away by anticipating four increases in UK

ECB Not Seeing Second-Round Inflation Effects, Lagarde Says

Elevated euro-area inflation driven by high energy prices is yet to feed into the broader economy, according to European Central Bank President Christine Lagarde.

AI limiting European workers' bargaining power, ECB's Lane says - Reuters

AI limiting European workers' bargaining power, ECB's Lane says Reuters

英国央行行长贝利：能源成本冲击对英国通胀的影响越来越难以避免

英国央行行长安德鲁·贝利表示，美伊战争引发的能源成本冲击迄今对英国整体通胀影响有限，但这种影响正越来越难以避免。

铜价升至三周高位，受最大铜矿罢工威胁及美联储官员表态影响

铜价升向每吨14,700美元，升至三周高位；全球最大铜矿的工人威胁即将采取罢工行动。美联储一名官员淡化了今年还需加息超过一次的必要性。

Dollar languishes as focus turns to CPI, Fed speakers - Reuters

Dollar languishes as focus turns to CPI, Fed speakers Reuters

ECB’s Lane Says Boom in AI Is Tightening Financing Conditions

The European Central Bank must weigh how the artificial intelligence boom is tightening financing conditions, Chief Economist Philip Lane said.

美联储官员言论缓和加息押注，金价持稳

美联储官员表示，今年可能还需要加息一次，但2027年无需进一步收紧政策；相关表态缓和加息押注，金价在连续两日下跌后持稳。

美联储柯林斯称2026年底前仍可能加息

美联储柯林斯称，2026年底前再次加息仍在考虑范围内。

Fed Governor Cook's lawyer denounces Trump's latest attempt to remove her - Reuters

Fed Governor Cook's lawyer denounces Trump's latest attempt to remove her Reuters

Fed’s Lisa Cook Puts Off White House Hearing Over Trump’s Allegations

Federal Reserve Governor Lisa Cook says she will be unable to attend a Nov. 5 hearing at the White House that’s part of a new investigation into mortgage fraud allegations by President Donald Trump.

Asia Stocks to Gain on Signal for Fewer Fed Hikes: Markets Wrap

Asian stocks looked set for broad gains on Wednesday after US equities recovered from session lows on signals that the Federal Reserve may not need to raise interest rates aggressively next year.

波士顿联储主席柯林斯称年内利率可能需要进一步上调

波士顿联储主席苏珊·柯林斯表示，为抑制通胀，利率在年底前可能需要进一步上调。她是在波士顿联储主办的一场银行业会议上作出上述表态。

波士顿联储主席柯林斯称年内利率可能需要进一步上升以抑制通胀

波士顿联储主席苏珊·柯林斯表示，为抑制通胀，利率在今年年底前可能还需要进一步上升。