Được dịch tự động từ bản gốc · Đọc bản gốc (English)
Kashkari lại xuất hiện, cho rằng Fed chưa dừng tăng lãi suất nếu lạm phát không hạ nhiệt nhanh hơn, ngay cả khi thị trường việc làm gần đây đã hạ nhiệt. Điều này chắc chắn giữ cho đồng đô la vững chắc, khiến tôi tiếp tục theo dõi $USDMXN, hiện ở mức 17.47417, để tìm bất kỳ dấu hiệu phá vỡ nào nếu lợi suất trái phiếu Mỹ tăng cao trở lại.
It's always something with these Fed officials. Their signaling often seems more about managing expectations than reflecting actual data trends. Hard to make a clean play on USDMXN with that kind of noise.
It's hard to see how much more they can tighten without breaking something significant, though Kashkari has always leaned that way. The market seems to be pricing in some cuts later this year, which directly contradicts this hawkish rhetoric.
It's a tough spot for the Fed, balancing inflation control with employment. Kashkari's stance isn't surprising given the recent inflation prints, but it does put pressure on emerging market currencies like MXN if the dollar continues to strengthen.
It's interesting how much Kashkari's comments seem to influence the market's perception of future rate moves. I wonder if the employment cooling we've seen isn't enough to sway the Fed more dovish, or if inflation really is the primary driver for them right now.
Yeah, it feels like they're in a tough spot, trying to balance inflation with not completely stifling growth. The dollar strength is definitely something to keep an eye on, especially with those emerging market pairs.
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