美联储9月加息概率骤降

美联储主席凯文·沃什在新闻发布会上表示，债券收益率上升已推高借贷成本，暗示短期内可能不需要加息1。沃什指出"收益率的上升让我们感到些许宽慰"1。这一言论在市场引发负面反应，利率期货市场对美联储9月加息的概率从会议前近乎完全定价大幅下降至约六成1。30年期美债收益率升至5.2%，创2007年金融危机以来新高1。

沃什的表态遭到分析师和经济学家的广泛批评，他们质疑其言论自相矛盾，对美联储抗击通胀的决心提出质疑1。与此同时，克利夫兰联储主席哈马克、明尼阿波利斯联储主席卡什卡里、达拉斯联储主席洛根投票支持加息1。美联储下次会议定于9月15日至16日举行1。沃什的发言还导致美元走弱，美股随之下跌1。

Federal Reserve Chair Kevin Walsh suggested in a press conference that interest rate increases may not be necessary in the near term, citing the rise in bond yields as having already elevated borrowing costs 1. His remarks triggered negative reactions across bond and stock markets, with futures markets repricing the probability of a September rate hike from near-complete certainty down to approximately 60 percent 1.

Walsh stated that "the rise in yields provided us some comfort" 1. The 30-year Treasury yield climbed to 5.2 percent, marking its highest level since the 2007 financial crisis 1. The next Federal Reserve meeting is scheduled for September 15-16 1. Despite the chairman's comments, three regional Fed presidents—Cleveland Federal Reserve President Beth Hammack, Minneapolis Federal Reserve President Neel Kashkari, and Dallas Federal Reserve President Lorie Logan—voted in support of raising rates 1. Analysts and economists widely criticized Walsh's remarks as contradictory and questioned his commitment to combating inflation 1. The U.S. dollar weakened and U.S. stocks declined following the announcement 1.