态度转鹰？美联储“当红票委”沃勒：倾向于暂停降息，直到通胀恢复下降

华尔街见闻02-18

美联储“当红票委”沃勒改变口风，称最近的经济数据支持暂停降息，他短期内倾向于按兵不动，直指通胀数据明朗。周二，美联储理事克里斯托弗·沃勒在悉尼发表讲话时表示，最新CPI数据"略显令人失望"，在情况明朗之前，他倾向于保持政策利率稳定。 Waller认为，美国经济整体表现稳健，就业市场处于"理想状态"。这一判断为美联储维持当前政策立场提供了支持。但Waller强调美联储更关注的PCE价格指数预测...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2512697746?lang=en_US&edition=fundamental","thumbnail":"https://wpimg-wscn.awtmt.com/88de6cc6-db7a-4416-b85a-129c56249efd.jpeg","is_english":false,"pubTime":"2025-02-18 08:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512697746","market":"hk","top_or_hot":-1,"title":"态度转鹰？美联储“当红票委”沃勒：倾向于暂停降息，直到通胀恢复下降","media":"华尔街见闻","content":"<div>\n<p>美联储“当红票委”沃勒改变口风，称最近的经济数据支持暂停降息，他短期内倾向于按兵不动，直指通胀数据明朗。\n周二，美联储理事克里斯托弗·沃勒在悉尼发表讲话时表示，最新CPI数据\"略显令人失望\"，在情况明朗之前，他倾向于保持政策利率稳定。\nWaller认为，美国经济整体表现稳健，就业市场处于\"理想状态\"。这一判断为美联储维持当前政策立场提供了支持。\n但Waller强调美联储更关注的PCE价格指数预测...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741306\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>态度转鹰？美联储“当红票委”沃勒：倾向于暂停降息，直到通胀恢复下降</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n态度转鹰？美联储“当红票委”沃勒：倾向于暂停降息，直到通胀恢复下降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-18 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741306><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储“当红票委”沃勒改变口风，称最近的经济数据支持暂停降息，他短期内倾向于按兵不动，直指通胀数据明朗。\n周二，美联储理事克里斯托弗·沃勒在悉尼发表讲话时表示，最新CPI数据\"略显令人失望\"，在情况明朗之前，他倾向于保持政策利率稳定。\nWaller认为，美国经济整体表现稳健，就业市场处于\"理想状态\"。这一判断为美联储维持当前政策立场提供了支持。\n但Waller强调美联储更关注的PCE价格指数预测...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741306\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UPRO","symbol_name":"三倍做多标普500ETF-ProShares","start_time":0,"source_url":"https://wallstreetcn.com/articles/3741306","article_id":"2512697746","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/88de6cc6-db7a-4416-b85a-129c56249efd.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3741306","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512697746","pubTimestamp":1739838330,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"沃勒表示，最新CPI数据\"略显令人失望\"，在情况明朗之前，他倾向于保持政策利率稳定。但沃勒并未排除年内降息的可能性，他表示将密切关注未来数月的数据，如果通胀重复去年\"高开低走\"的模式，那么在今年某个时候降息将是适当的。沃勒还淡化了特朗普关税带来的通胀风险，凸显了美联储内部对关税影响存在分歧。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","BK4588":"碎股","SPY":"标普500ETF","IVV":"标普500ETF-iShares","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","OEX":"标普100","BK4581":"高盛持仓",".SPX":"S&P 500 Index","BK4504":"桥水持仓"},"translate_title":"Attitude turns eagle? Waller, the \"popular voting committee\" of the Federal Reserve: prefers to pause interest rate cuts until inflation resumes to decline","themeId":"c2ec27bd1eb6c4be33e7a29195c6d494","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UPRO":0.6,"ESmain":0.6,"SSO":0.6,"SH":0.6,"SDS":0.6,"SPXU":0.6,"SPY":1,".SPX":0.6,"IVV":0.6,"OEX":0.6,"OEF":0.6},"content_text":"美联储“当红票委”沃勒改变口风，称最近的经济数据支持暂停降息，他短期内倾向于按兵不动，直指通胀数据明朗。\n周二，美联储理事克里斯托弗·沃勒在悉尼发表讲话时表示，最新CPI数据\"略显令人失望\"，在情况明朗之前，他倾向于保持政策利率稳定。\nWaller认为，美国经济整体表现稳健，就业市场处于\"理想状态\"。这一判断为美联储维持当前政策立场提供了支持。\n但Waller强调美联储更关注的PCE价格指数预测较为乐观。他表示，1月核心PCE可能环比上涨约0.25%，同比上涨2.6%。\nWaller还对CPI数据的季节性调整提出质疑，指出近年来年初通常出现较高通胀读数的模式。他表示将密切关注未来数月的数据，以评估是否会重复去年的模式——即第一季度通胀较高，之后回落。\nWaller并未排除年内降息的可能性。他表示：\"如果2025年的情况与2024年相似，那么在今年某个时候降息将是适当的。\"\n上个月 ，沃勒曾表示，美国12月的CPI数据非常不错，如果继续获得更多这样的数据，可能会看到美联储今年上半年降息，甚至不排除3月降息。如果在数据上取得很大进展，今年降息次数可能为三次或四次。\n对于特朗普关税，美联储内部存在分歧\n在周二的讲话中， 沃勒还淡化了特朗普关税带来的通胀风险。他表示，特朗普的关税“只会温和地提高价格，并且不会持续”。\n与沃勒相比，芝加哥联储主席Austan Goolsbee和克利夫兰联储主席Beth Hammack等人则更担心特朗普的贸易政策会对美国物价产生持久影响。\n美联储主席鲍威尔坚持认为，联邦公开市场委员会（FOMC）目前尚未掌握足够证据来判断贸易政策将如何影响物价走势。\n沃勒表示，尽管白宫将推出何种经济政策仍存在不确定性，但货币政策不能无限期搁置：\n\n“如果新数据支持进一步降息或暂停加息，那么无论政府政策的确定性有多高，我们都应该这么做……等待经济不确定性消散只会让政策陷入瘫痪。”\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512697746","isCrawlerRequest":true}