美联储巴尔金:通胀回落路径仍不明朗,加息与否悬而未决

投资观察
Aug 13

北京时间09:04,里士满联邦储备银行行长汤姆·巴尔金表示,通胀终将回归央行2%的目标水平,但通往这一目标的路径依然充满变数。“美联储是否需要进一步加息?抑或通胀已然处于下行轨道?”巴尔金在南卡罗来纳州格林维尔商会的一场演讲中抛出这一疑问。

他指出,通胀在去年初曾一度步入正轨,然而随后却因关税政策、油价冲击以及人工智能领域的大量资金涌入而重新抬头。如今,关税税率已趋于稳定,中东冲突正朝着解决方向迈进,而数据中心投资热潮也有望在某个节点放缓。但巴尔金同时警告,随着供应链挑战持续存在,人工智能仍不断吸引巨额投资,当前的高通胀可能变得更加“根深蒂固”。

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