6.8 Macro 美联储官员因通胀持续，暗示将进一步加息。Waller支持12月加息，Logan建议今冬至少再加息两次。比特币和美股期货下跌。
美联储官员表示将继续收紧货币政策，以应对持续的通胀压力。Christopher Waller指出，需进一步加息，并担忧价格普遍上涨。他支持12月加息25个基点，若10月核心CPI达到0.3%或更高，则支持加息50个基点。尽管10月整体通胀放缓至0.4%，但核心价格已连续三个月上涨0.3%，令12月大幅加息的可能性依然存在。 Lorie Logan建议今冬至少再加息两次，每次25个基点，理由是通胀高于美联储2%的目标，并强调需采取更具限制性的政策立场。Waller还表示，即使通胀数据有所改善，他仍支持12月加息。 受此影响，比特币和美股期货下跌。美联储内部分析显示，生产价格持续上涨，能源价格冲击可能持续，劳动力市场依然稳健，接近美联储的就业目标。
Almost certain rate hike in December, Bitcoin at risk
Christopher Waller from the Fed will support raising rates by at least 0.25 points in December
Polymarket assigns an 85% probability to a new Fed rate hike in December
Logan, from the Fed, foresees two more hikes and signals a faster tightening this winter
Fed’s Waller fuels debate on larger rate hike after high inflation data
Slower US inflation leaves Waller’s half-point December hike in play
Fed’s Logan signals at least two rate hikes this winter to curb inflation
Bitcoin Price Targets $74,000 After Fed’s Waller Supports December Rate Hike
Fed: Further monetary policy tightening will be necessary – Christopher Waller
Fed Governor Waller: Will Back a 25 Basis Point Rate Hike Next Month, 50 bps if Necessary
