分析:喜忧参半的经济数据或迫使鲍威尔今晚发言采取折中立场

Blockbeats
Aug 22

BlockBeats 消息,8 月 22 日,美联储主席鲍威尔将于北京时间周五晚 10 点在杰克逊霍尔年度经济研讨会上发表讲话。当前,美联储正面临美国纵容特朗普前所未有的政治压力,但喜忧参半的经济数据可能迫使鲍威尔采取折中立场,导致关键问题悬而未决。

在利率政策上,部分分析师预计可能出现折中方案。鲍威尔可能为 9 月降息打开大门,以承认就业增长疲软及防止其进一步恶化的必要性,但在政策制定者更确信通胀上升是暂时现象之前,不会做出更多承诺。这一立场可能无法满足特朗普——他主张利率应大幅降至 1% 左右——或押注今年多次降息的投资者,尽管市场对 9 月降息的信心已有所动摇。(金十)

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