节点:下游(终端消费/应用)位置:下游情绪:利好参考度:10/10


美联储理事斯蒂芬·米兰(Stephen Miran)指出,自去年12月美联储官员发布上次经济预测以来,通胀数据表现不及预期,因此他将今年年底的政策利率预测上调0.5个百分点。

米兰在周三纽约的一场活动中强调:“我调整政策利率预测的核心依据是通胀数据,而非石油市场或伊朗相关问题。”他所指的是上周联邦公开市场委员会(FOMC)政策会议后发布的经济预测,此次调整使他的预测更接近中性利率水平。

值得注意的是,米兰在3月18日美联储维持利率不变的投票中投了反对票,其倾向于降息25个基点。美联储主席杰罗姆·鲍威尔(Jerome Powell)此前表示,政策制定者需看到通胀进一步回落的明确迹象,且伊朗局势对经济影响的不确定性有所上升。

米兰同时认为,今年累计降息1个百分点仍属合理,此举旨在将利率调整至对经济中性的区间。他解释道:“当前经济既无需货币政策‘踩油门’刺激增长,也无 ..

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