巴克莱认为市场对鲍威尔表态的鹰派解读系误判。鲍威尔真实意图是纠正市场"降息已成定局"的过度预期,而非转向鹰派。最新经济数据显示劳动力需求持续放缓,潜在通胀水平距离2%目标不远,这些都支持美联储继续降息。市场对美联储主席鲍威尔最新表态的"鹰派"解读或是一场误判。巴克莱认为,鲍威尔真正想做的,是纠正市场"降息已成定局"的过度自信。在10月FOMC会议后,美联储主席在新闻发布会上表示,通胀短期仍有上行...
Source Link巴克莱认为市场对鲍威尔表态的鹰派解读系误判。鲍威尔真实意图是纠正市场"降息已成定局"的过度预期,而非转向鹰派。最新经济数据显示劳动力需求持续放缓,潜在通胀水平距离2%目标不远,这些都支持美联储继续降息。市场对美联储主席鲍威尔最新表态的"鹰派"解读或是一场误判。巴克莱认为,鲍威尔真正想做的,是纠正市场"降息已成定局"的过度自信。在10月FOMC会议后,美联储主席在新闻发布会上表示,通胀短期仍有上行...
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