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事件详情 · defa5912-598b-4774-9ca6-06df61e76cf5

Fed's Kashkari Says Economy Remains Robust, Expects One More Rate Increase This Year and Another in 2027

firstsquawk 宏观数据美股
原文 · SOURCE RECORDS
firstsquawk 10-01 07:15:26 First Squawk

FED'S KASHKARI SAYS THE ECONOMY REMAINS ROBUST DESPITE SHOCKS, WITH CONSUMERS CONTINUING TO SPEND AND JOB SEEKERS FINDING EMPLOYMENT, AND EXPECTS ONE MORE RATE INCREASE THIS YEAR AND ANOTHER IN 2027, ADDING THAT 'THE LONGER THE ECONOMY REMAINS ROBUST, THE MORE I QUESTION THE TIGHTNESS OF MONETARY POLICY' AND THAT THE NEUTRAL RATE IS PROBABLY HIGHER, AT LEAST FOR NOW.

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译文 · CHINESE

美联储的卡什卡里表示,尽管受到冲击,经济仍保持强劲,消费者继续支出,求职者找到工作,并预计今年还将加息一次,2027年再加息一次。他还表示,“经济保持强劲的时间越长,我就越质疑货币政策的紧缩程度”,并称中性利率可能更高,至少目前是这样。

推断 · INTERPRETATION

美联储官员卡什卡里释放偏鹰信号:尽管经济面临冲击,但增长依然强劲,消费者支出和就业市场保持韧性。他预期年内还要加息一次,并在2027年再次加息,同时质疑当前货币政策的紧缩程度,认为中性利率可能更高。这表明美联储可能维持更久的高利率,短期通胀担忧仍存。

影响:美元指数偏强,美债收益率上行,黄金承压,股市或受影响。

置信度 0.78 · 本栏为模型推断,非事实记录

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