美联储新票委:不急于降息,就业风险高于通胀风险

Blockbeats
Jan 16

BlockBeats 消息,1 月 16 日,新任费城联储主席、2026 年 FOMC 投票委员安娜·保罗森(Anna Paulson)在首次全国性媒体专访中表示,目前无需急于降息,并明确表达对美联储主席鲍威尔领导力与央行独立性的支持。

保罗森称,当前利率水平仍略高于中性区间,有助于继续推动通胀回落至 2% 目标,她对 1 月会议维持利率不变“感到满意”。她预计通胀将在年内取得实质性进展,但是否在今年晚些时候降息,将取决于两点:一是通胀是否如预期持续缓解,二是就业市场是否出现意外恶化。

在风险权衡上,保罗森认为就业市场的下行风险“略高于”通胀粘性的风险。她指出,近期就业增长高度集中在医疗与社会援助领域,劳动力市场降温幅度超出预期,任何从“放缓”走向“崩塌”的迹象都将是重要警示信号。

总体而言,保罗森被视为 FOMC 内部偏鸽派成员,但立场更强调“耐心与数据依赖”,在确保通胀回归目标的同时,优先防范就业市场出现失序风险。

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