格隆汇8月4日|摩根大通北美经济研究团队在报告中警告,美国政府解雇劳工统计局(BLS)局长麦肯塔弗可能破坏经济数据的完整性,进而危及货币政策制定与整体金融稳定。报告称,如果数据被操控或偏离真实,政策制定者将“如同盲飞”。摩根大通还反驳了私人部门数据可以取代官方统计的观点。尽管近年来替代性的“大数据”指标不断兴起,但这些指标往往仍以官方数据为基准,且缺乏全国代表性。即便是数据提供商市场份额的微小变化,也可能扭曲宏观经济信号,而这正是联邦数据力图避免的问题。在当前政策高度敏感的时期,保持诸如BLS等机构的独立性与诚信,对保障稳健的经济决策至关重要。
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