Marathon资管:只要通胀得到良好控制 美联储应允许经济“稍热一些”

智通财经
Sep 08
【Marathon资管:只要通胀得到良好控制 美联储应允许经济“稍热一些”】Marathon资产管理公司首席执行官Bruce Richards在接受彭博电视采访时表示,只要物价压力得到控制,美联储就应允许美国经济“稍热一些”。“我们开始看到生产率提升,这从企业盈利增长中可以体现出来,营收增长9%,盈利增长30%”。“我喜欢目前美国经济呈现的状况。我认为我们应该让经济稍微热一些,只要通胀得到良好控制,这对全球都有好处”。Richards表示,目前通胀中唯一尚未得到有效控制的部分是能源价格,而利率可能很难对这一因素产生太大影响。他表示,可以“略微加息”,向市场传递央行将抗击通胀的信号,但不应通过大幅加息真正拖慢经济,这么做对任何央行而言都会是一个重大错误。

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