美联储的双重使命与持续通胀
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现在很有趣,看美联储如何平衡就业与通胀。最新的PCE数据依然高企,失业金申请人数依然出人意料地坚挺,利率“更高更久”的说法似乎越来越受关注。在核心服务通胀明确减速之前,很难看到转向。
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由原文自动翻译 · 阅读原文 (English)
现在很有趣,看美联储如何平衡就业与通胀。最新的PCE数据依然高企,失业金申请人数依然出人意料地坚挺,利率“更高更久”的说法似乎越来越受关注。在核心服务通胀明确减速之前,很难看到转向。
While I generally agree, isn't there also a risk that waiting too long on a pivot could trigger an even harder landing for employment? It's a tricky balancing act, and I wonder if the employment numbers are truly as strong as they seem on the surface.
Totally agree. The market is slowly waking up to the reality that the Fed isn't bluffing. Core services is the sticky wicket here.
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