今晚最新：美聯儲官員Kashkari表態，打臉狗剩Jan Hatzius臆想

 

多頭不要對周五10AM的Powell's Jackson Hole speech抱有幻想。

https://www.bloomberg.com/news/articles/2022-08-23/kashkari-says-very-clear-fed-needs-to-tighten-monetary-policy#:~:text=Federal%20Reserve%20Bank%20of%20Minneapolis,Club%20of%20Minnesota%20in%20Minneapolis.

Kashkari Says ‘Very Clear’ Fed Needs to Tighten Monetary Policy
-- Minneapolis Fed chief seeks ‘compelling evidence’ on prices
-- Says strong dollar could mute inflation, impact policy

ByMatthew Boesler and Alister Bull
August 23, 2022 at 7:39 PM EDT
Updated onAugust 23, 2022 at 8:49 PM EDT

Federal Reserve Bank of Minneapolis President Neel Kashkari said US inflation is very high and the central bank must act to bring it back under control.

【宏觀解讀】FED官員Neel Kashkari 放鷹 指聯儲局「顯而易見」必須收緊貨幣政策

明尼亞波利斯聯儲銀行總裁Neel Kashkari表示，美國通脹非常高，美國聯儲局必須采取行動將其重新控製，儲局必須收緊貨幣政策 It's very clear。

Kashkari 指當通脹為8%或9%時，通脹預期可能失序，且有造成非常差結果的風險。他表示最大的擔憂是若儲局誤讀潛在的通脹程度及持續性，那麽可能需要一段時間才能弄清楚，然後不得不比現在想像的更加鷹派，采取更激進的加息措施來控製通脹。

根據聯儲局的貼現利率（discount rate）會議紀錄顯示，兩名地區儲備銀行總裁曾經支持加息4碼的建議，包括Neel Kashkari 以及聖路易斯聯儲銀行總裁 James Bullard（兩個大鷹派）。