美联储原副主席:当前美联储货币政策的限制性或不足,通胀能否回落至2%仍存悬念

智通财经
Oct 19
【美联储原副主席:当前美联储货币政策的限制性或不足,通胀能否回落至2%仍存悬念】10月19日,美联储原副主席唐纳德·科恩在2026外滩年会上接受澎湃新闻等媒体群访时表示,美联储主席凯文·沃什在政策前瞻沟通上或收缩过度,央行需要搭建完整经济叙事以解读数据。在他看来,AI投资拉动的新增需求叠加能源供给冲击持续阻碍美国通胀回落,放宽俄柴油进口效果有限,当前金融条件未必足够紧缩;美元储备份额虽缓慢回落,但主导地位暂无急剧下滑风险。

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