BlockBeats 消息,8 月 24 日,The Kobeissi Letter 发布最新市场分析表示,美联储主席鲍威尔实际已经屈服,一个月后美联储将降息,并将其归咎于“劳动力市场疲软”。与此同时 PPI 通胀率增幅达到 3 年来的最高水平,CPI 通胀率连续 53 个月高于 2%。
为了更好地理解正在发生的事情必须首先了解美联储的职责:美联储的目的是为了减少失业并避免通货膨胀/通货紧缩,这就是美联储的“双重使命”。自 2021 年以来,美联储一直高度关注通胀方面。然而美联储主席鲍威尔周五的演讲做出了重大转变:“风险平衡的变化可能需要我们调整政策立场。”换句话说,美联储现在认为失业风险比通货膨胀更大,这几乎证实了降息即将到来。
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