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。
Totally agree. The market is slowly waking up to the reality that the Fed isn't bluffing. Core services is the sticky wicket here.
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.
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