【美联储“传声筒”Nick Timiraos:美联储沃勒立场出现微妙转向】美联储“传声筒”Nick Timiraos表示:美联储理事克里斯托弗・沃勒自 7 月以来核心立场并未发生根本改变,但态度倾向已经出现变化:7 月时他心存担忧、偏向收紧政策,如今态度趋于乐观,倾向维持利率不变。一切都将取决于 8 月通胀数据。他针对 9 月 15‑16 日议息会议给出十分明确的政策反应逻辑:通胀持续向 2% 目标推进=维持利率不变;8 月通胀数据过热=“我会考虑加息”。
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