美联储理事沃勒表示,抵押贷款利率和汽车贷款利率并不低,预计下个月CPI和PPI将“处于合理水平”。“宽松的金融环境”实际上反映了股价。他认为,影响普通美国民众的利率并不宽松。他指出,美国不能一直维持3%的结构性财政赤字,这未必意味着美国会“掉下悬崖”,但可能导致收益率进一步上升。财政因素以及人工智能对资本的竞争都在推高收益率,一些研究还显示,美国国债的溢价已经消失,这同样推动收益率上升。
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