信贷条件收紧降通胀？高频数据：没谱！

华尔街见闻2023-03-24

昨天的美联储会议，并没有太多超市场预期的东西，最大的亮点在于美联储鲍的“新叙事”。本来在会前市场最大的焦虑是：松口紧缩政策，通胀预期失控；不松，银行业继续爆雷，系统可能崩溃。现在美联储最新的“故事”是这样的：硅谷银行等都是个案（暗示没有广泛的系统性风险），但是却起到了信贷收紧的作用，这么一来反而可以起到帮美联储更好降低通胀的作用。（详见此前：鲍威尔开讲“新故事”：银行业危机助我降服通胀） ...

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