宏观 · 周度经济监测观点

关键论点

• 美联储加息25个基点至3.75%-4.00%，信息比预期更偏鹰，且预测显示通胀要到2029年才回到目标。
• 该机构预计美联储12月至少还会加息一次，降息推迟至2028年及以后。
• 日本央行加息25个基点至1.25%，但基调谨慎；该机构预计下一次加息在明年1月。
• 欧元区8月通胀下修0.1个百分点至3.2%，但新的能源紧张预计最早在未来数月将整体通胀推高至4%。

对应原文证据

1. Viewpoint A week dominat ed by central banks .The Fed raised rates by 25 basis points to 3.75 - 4.00%, with a more hawkish -than -expected message and projections pushing back the return of inflation to 2% to 2029; we now expect at least one more rate hike in December. · 2029
2. In the Eurozone, August inflation was r evised down by one -tenth of a percentage point to 3.2%, but new energy tensions are expected to push headline inflation toward 4% as early as the coming months.
3. The September FOMC meeting concluded, as expecte d, with a 25 -basis -point hike in the federal funds rate target to 3.75 –4.00%, decided unanimously and accompanied by a more hawkish -than -anti cipa ted statement .