Fed‘s Kashkari:
1. Weakening dollar points to investor preferences shifting
2. If America is the best place to invest, we will have a trade deficit
3. Not seeing big dislocations in markets so far
4. I think we're quite a ways away from market conditions we saw in the pandemic
5. Not seeing evidence yet that long-run inflation expectations are rising
6. Not seeing a systemic risk building in private credit
7. Outlook depends a lot on how quickly negotiations proceed
8. If negotiation drag on, might take more time to be comfortable to lower rates
9. Short-term inflation expectations have increased
10. The Fed has tools to provide more liquidity 這句話給債券市場信心吧。
