摘要一周一议:鲍威尔演讲总结——就业风险升高、通胀风险降低,政策立场将更前瞻性关注就业。1.劳动力市场供需双弱、微妙平衡,但强调了就业面临下行风险;2.定调了关税对通胀的影响是一次性的,持续性通胀的风险降低;3.在限制性政策下“需要调整政策立场”或带来了9月降息的可能;4.货币政策框架调整上明确放弃了灵活通胀目标制,即当今时代没有必要再让通胀适度超调;5.“就业有时可能会高于对充分就业的实时评估,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.