中文(ZH) 富达：美联储或延至12月才启动加息周期，惟9月加息可能性未消除

Fidelity: Fed rate hikes may be delayed until December, but September still possible

By PulseAugur Editorial · [1 sources] · 2026-07-31 07:22

Fidelity anticipates the Federal Reserve may delay the start of its interest rate hike cycle until December, contingent on persistent strength in inflation and labor market data. However, the possibility of a September rate hike remains, influenced by economic indicators and geopolitical events in the coming months. The report highlights a shift towards data-dependent decision-making by the Fed, moving away from clear policy frameworks and forward guidance. AI

IMPACT Analysis of potential Federal Reserve interest rate decisions could indirectly influence investment in AI and technology sectors.

RANK_REASON The item discusses an analyst's prediction about Federal Reserve policy, which is commentary on economic events rather than a direct announcement or release.

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Fidelity: Fed rate hikes may be delayed until December, but September still possible

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36氪 (36Kr) TIER_1 中文(ZH) · 2026-07-31 07:22

Fidelity: Fed may delay the start of the rate hike cycle until December, but the possibility of a September rate hike has not been eliminated

富达认为，美联储较可能延至12月才启动加息周期，前提是通胀与劳动市场数据持续偏强。不过，未来两个月的经济数据及地缘政治发展，仍可能重新推升通胀风险，因此9月加息的可能性尚未完全消除。更重要的是，本次决策突显沃什时代的政策特色:在缺乏明确政策框架与前瞻指引的情况下，美联储将更依赖即时经济数据及金融环境变化进行判断。（新浪财经）

COVERAGE [1]

Fidelity: Fed may delay the start of the rate hike cycle until December, but the possibility of a September rate hike has not been eliminated

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