不止是“首次转向”，市场紧盯美联储主席另一句话

华尔街见闻2022-12-15

隔夜，全球金融市场跌宕起伏，在鸽式加息鹰派信号里琢磨美联储的“心思”，而鲍威尔一句有关通胀目标的表态更是引发了诸多讨论和猜测。当地时间周三，美联储在今年的最后一次会议如期加息50个基点，较此前连续四次暴力加息75个基点步伐放缓，但“点阵图”显示明年终端利率上调至5.1%，略超市场预期，并预言2024年之前利率保持高位、不会降息。在记者会上，鲍威尔直言，考虑下次会议加息25基点，但也表示，通胀连降...

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Macro Research经济学家Neil Dutta 表示：“鲍威尔甚至说在考虑通胀目标时可能会有一个‘长期项目’，这是‘鸽派’的。”彭博经济研究分析师David Wilcox表示：在新闻发布会上，鲍威尔驳斥了在可预见的未来任何时候重新考虑 2% 通胀目标的任何想法。但他含蓄地保留了在未来重新审视目标的可能性——也许是在 2025 年左右结束的下一次“框架审查”时，或者可能是之后的一次。换句话说，直到很久以后。Merk Investments投资主管Axel Merk称，作为“长期工程”的一部分，鲍威尔打开了通向更高通胀目标的大门。Merk同时抨击鲍威尔沟通不畅：这种不负责任的表态有可能使通胀预期失去锚定。美国对冲基金大佬、潘兴广场资本管理公司创始人比尔·阿克曼(Bill 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