美元上涨反映沃什更偏鹰派的信号外汇每日快照

关键论点

• Warsh称加息已'移除一剂宽松'，表明仍需进一步收紧。
• 2026-2027年中位数点阵图4.125%预示还将加息一次，2028年前不降息。
• 前端（2年掉期）利差不支持美元自当前水平进一步走强，USD/JPY除外。
• 随着其他央行更积极地加息，美元进一步上涨应会受到抑制。

对应原文证据

1. The headline grabbing comment from Fed Chair Warsh that the hike had “removed a dose of accommodation” was the clearest signal that a certain level of accommodation still exists and therefore more action will be required.
2. That was also underlined by the fact that the YoY core CPI rate only hits the 2% target in 2029. · 2029
3. Warsh did play these forecasts down when asked about them in the press conference emphasising these were the product of all nineteen FOMC members –suggesting possibly that he would be willing to take more action and faster in order to bring inflation down more quickly.