全球密切关注美国联储局会否在下月中加息，该局副主席费希尔（Stanley Fischer）昨天接受CNBC访问时说，本来有强烈理由在9月加息，但现在则不能定夺，「新发展是中国把人民币贬值，这会带来什么改变，我们正密切留意」。
这是首次有联储局官员指出中国让货币贬值，会左右美国加息的决定。费希尔说目前谈是否加息言之尚早。「我们仍有超过两个星期的时间，要先观察未来的数据，及经济如何发展。」
储局成员﹕不希望市场波动时加息
美国次季度GDP增长达3.7%，令9月加息预期再次升温。道指昨早段曾跌100点，但至今早凌晨零时跌幅已收窄至38点。道指和标指截至周四收复过去一周的失地，道指截至周四升1.2%，标普500指数升近0.9%。
圣路易斯联储银行行长布拉德（James Bullard）昨表示，美国经济基本面良好，金融市场过去十天的波动，不太可能改变联储局对经济前景的预期。不过他同时表示，联储局不大希望在市场波动时加息，若当局不在9月加息，他支持在10月会议加开发布会，以便解释加息的决定。
克利夫兰联储银行行长梅斯特（Loretta Mester）周四亦称，美国经济已准备好接受一次适度的加息。两名官员今年并无投票权。费希尔（Stanley Fischer）在香港时间周日凌晨于Jackson Hole全球央行年会上会再次发言。
有「联储局通讯社」之称的《华尔街日报》记者Jon Hilsenrath亦称，部分出席全球央行年会的外国官员向联储局传达加息的信息。日本央行行长黑田东彦称，加息可显示联储局对美国经济有信心，对美国及全球经济，包括日本也是好事。印尼财长Bambang Brodjonegoro称，美国最好尽快决定，不确定性令金融市场动盪。摩根大通国际主席Jacob Frenkel称，若延迟计划，外界会认为联储局言行不一。
日央行支持美加息
昨公布的美国7月个人收入按月增长0.4%，维持升势。工人薪酬和可支配收入增长，是去年11月以来最快。美国7月个人消费支出（PCE）按月亦增长0.3%，持续温和增长。美国人收入及开支增加，对美国今季GDP增长2%至3%的预测提供支持。不过通胀继续偏低。美国7月核心PCE物价指数按月仅升0.1%，按年升1.2%，低于联储局的2%目标。
另外，受惠于出口增长，英国次季GDP增长加快，按季增长0.7%，符合市场预期。净贸易额为GDP贡献1个百分点，幅度为4年来最高。
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It's too early to determine if recent market turmoil has made a September rate hike more or less compelling, Federal Reserve Vice Chairman Stanley Fischer told CNBC on Friday.
Investors are watching the Fed closely for signs of an impending tightening. As international and U.S. markets swung wildly this week, some questioned whether the conditions were anywhere near appropriate.
"I think it's early to tell: The change in the circumstances which began with the Chinese devaluation is relatively new and we're still watching how it unfolds, so I wouldn't want to go ahead and decide right now what the case is—more compelling, less compelling, et cetera," he said.
He added that "there was a pretty strong case" for a September hike, although that had not yet become a conclusion.
"We've got a little over two weeks before we make the decision," he said. "And we've got time to wait and see the incoming data, and see what is going on now in the economy."
One big sign comes next Friday, when the August jobs report is released.
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It's too early to determine if recent market turmoil has made a September rate hike more or less compelling, Federal Reserve Vice Chairman Stanley Fischer told CNBC on Friday.
Investors are watching the Fed closely for signs of an impending tightening. As international and U.S. markets swung wildly this week, some questioned whether the conditions were anywhere near appropriate.
"I think it's early to tell: The change in the circumstances which began with the Chinese devaluation is relatively new and we're still watching how it unfolds, so I wouldn't want to go ahead and decide right now what the case is—more compelling, less compelling, et cetera," he said.
He added that "there was a pretty strong case" for a September hike, although that had not yet become a conclusion.
"We've got a little over two weeks before we make the decision," he said. "And we've got time to wait and see the incoming data, and see what is going on now in the economy."
One big sign comes next Friday, when the August jobs report is released.
Federal Reserve Vice Chairman Stanley Fischer speaks during an interview at the Federal Reserve Bank of Kansas City's annual Jackson Hole Economic Policy Symposium in Jackson Hole, Wyoming, August 28, 2015.
Jonathan Crosby | Reuters
Federal Reserve Vice Chairman Stanley Fischer speaks during an interview at the Federal Reserve Bank of Kansas City's annual Jackson Hole Economic Policy Symposium in Jackson Hole, Wyoming, August 28, 2015.
Fischer conceded that the recent market volatility will affect the Fed's decision making.
"If you don't understand the market volatility—and I'm sure we don't fully understand it now, there are many many analyses of what's going on—yes it does affect the timing of a decision you might want to make," he said.
Short-end bond yields turned slightly higher on Fischer's comments.
Former Dallas Fed President Richard Fisher said the vice chairman "did the right thing by being perfectly neutral."
On the international front, Stanley Fischer said the movements in the Chinese yuan will have "some small impact," but he cautioned that "we still got to wait and watch and see how this turns out."
He also said the direct effect of a Chinese slowdown on the U.S. economy will be "relatively small." He added, however, that the concern is whether the full weight of China's impact on its region could then affect the U.S.
Fischer said his level of confidence is "pretty high" that U.S. inflation will return to the Fed's target, as factors like oil's low price are transitory.
Still, he added that he has not seen "much evidence" of increasing risks to staying at near-zero rates for longer, but he also said he didn't want to wait too long.
"When the case is overwhelming, if you wait that long, you'll be waiting too long," he said. "There's always uncertainty."
Fischer emphasized that the Fed's tightening will be slow and not drastic.
"We do not intend doing a rapid rate of increase," he said.
Earlier this week, New York Fed President William Dudley made headlines when he played down the chances of a September rate increase.
"From my perspective, at this moment, the decision to begin the normalization process at the September FOMC meeting seems less compelling to me than it was a few weeks ago," Dudley said Wednesday.
Some have pointed to that comment as part of the reasons U.S. stocks have rallied during the second half of the week.
On Friday, Richard Fisher, the former Fed official, said it appears a September rate hike is "still on the table."
"If the data aren't compelling, it looks like they'll be moving either to October, possibly, or to December," Fisher said. "I think he and others have signaled very clearly that they will be moving this year and I believe that market has begun to discount that.
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沙发
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中国厉害
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祖国是引航员了
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基本无望
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china now impact
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美国赶快加吧，靴子还是掉下来的好。
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推卸责任
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太磨叽
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嘴遁不好用了打算找台阶下了么
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软妹币
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嘻嘻，好戏啊。
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那叫
收放自如。。。
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耍赖
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这可不像是老大说的话
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中国已经有能力把全世界经济带到沟里了
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Hehe 能那么有影响力就好了
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不确定性
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中国抛美元，对美国实施量化紧缩
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欧美经济上行啊，看来就是亚太不景气
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中国这招就像街头混混和人打架，先在自己大腿上捅几刀，然后大声喝问，你怕不怕
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杀敌一千自损800
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第一大和第二大经济体互搞的下场，就是全球买单
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货币战争，比谁流氓
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祖国越来越厉害了，打个喷嚏世界感冒
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明明就是在推卸责任呀
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