美联储今夏货币政策评估聚焦两大核心:长期目标声明和沟通工具。预计美联储将淡化疫情期间推出的争议性“灵活平均通胀目标”(FAIT),回归更传统的通胀目标框架,并在沟通体系上提升透明度。据高盛报告,这些改革将帮助投资者解码美联储的“决策黑箱”。美联储正在对其货币政策策略进行定期评估,两大核心调整浮出水面:淡化争议性通胀目标策略、政策沟通体系改革——这些变化或将重塑市场对美联储行为逻辑的预判路径。据英国...
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