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美东时间周三,明尼阿波利斯联储主席尼尔·卡什卡利表态美国短期内或应降息,与此同时,旧金山联储主席戴利也发出类似鸽派呼声,称美联储未来数月可能需降低利率。

戴利指出,关税虽短期内可能推高通胀,但近期非农就业报告显示美国就业市场已放缓,值得警惕。若美联储持续观望,恐错失时机。 她强调需在数月内调整政策。戴利在阿拉斯加演讲时称,劳动力市场已走软,没人希望其进一步放缓,因其一旦出问题,下滑往往迅速且严重,所以未来几个月或需调整政策。同时她表示,特朗普关税推高通胀或不会持续到需货币政策抵消的程度。

上周五非农就业报告显示,7月美国经济仅新增7.3万个就业岗位,失业率从4.1%升至4.2%,且前两个月就业数据大幅下修,5月从14.4万下调至1.9万,6月从14.7万降至1.4万。过去3个..

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