摩根大通固收Michele：美联储侧重于政策目标（通胀+就业）中价值更大的那个。客户们已经感觉到，他们对固定收益资产的配置偏低。

Core Insights - The Federal Reserve is focusing on the more significant of its policy goals, which are inflation and employment [1] - Clients have expressed a feeling of being under-allocated in fixed income assets [1]