ChainCatcher 消息,据金十援引外媒分析报道,在关税政策的影响下,美联储主席鲍威尔坚持在降息之前等待更多证据,来表明通胀没有飙升。
除此之外,鲍威尔需要谨慎行事的另一个理由是:美元的走势极其异常。在关税政策公布前,市场普遍预期,关税会让美元走强。但实际情况是,美元在贬值。
自 4 月 2 日“解放日”以来,美元指数已下跌 6.8%,2025 年迄今下跌了约 10.4%,是至少 25 年来年初至今表现最差的一年。美元的持久性疲软更有可能对经济(包括消费者价格)产生重大影响。
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