美联储主席凯文・沃什对利率问题避而不谈,但称通胀形势 “令人担忧”

智通财经
Aug 28
【美联储主席凯文・沃什对利率问题避而不谈,但称通胀形势 “令人担忧”】美联储主席凯文・沃什周五在怀俄明州杰克逊霍尔年会的演讲稿中表示,通胀是美联储面临的最大难题,但投资者需要自行判断美联储官员何时会出手干预。沃什在这场汇聚全球央行行长、财长及政策制定者的重要会议上指出,美国经济处于 “充分就业” 状态,但通胀数据 “愈发令人担忧”。过去二十余年,美联储现任主席都会在堪萨斯城联邦储备银行举办的年度经济研讨会上,通过主题演讲释放利率走向的信号。沃什周五打破这一传统,进一步落实他在美联储推行的一项重大改革:减少向市场与公众传递美联储未来政策计划相关信息。这也让交易员不得不适应美国央行的全新运作模式;与此同时,政府债务、人工智能崛起、战争推升通胀等多重全球因素持续搅动金融市场。尽管沃什并未释放利率走向的信号,也没有说明何种情形会促使他采取行动,但他将通胀视作更大风险的观点本身就颇具启示意义。不过,这或许仍不足以给市场带来充分明确的指引。

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