AI末日论背后机构再出手:美联储将"视而不见"油价冲击,All in一年内降息

华尔街见闻
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Citrini创始人James van Geelen表示,若油价持续高企,仅维持当前利率水平本身已具有足够的限制性,油价上涨将逐步传导至实体经济,形成经济放缓,届时美联储反而有空间顺势降息。“加息并不能创造更多石油供给,而在失业率持续上行的背景下,美联储更不可能选择收紧政策。”市场因中东局势一度抛弃美联储年内降息预期,但知名研究机构Citrini Research认为这一判断存在根本性错误,并已...

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