经济学家:鲍威尔在杰克逊霍尔的表态可能比去年更加谨慎
Sou Hu Cai Jing·2025-08-18 13:17

Core Viewpoint - The article discusses the potential for the Federal Reserve to adopt a more cautious approach regarding interest rate decisions, particularly in light of recent economic data and statements from Chairman Jerome Powell [1] Group 1: Federal Reserve's Position - A year ago, Jerome Powell indicated a shift towards interest rate cuts, suggesting that it was time for policy adjustments [1] - The market is currently anticipating a rate cut in September, with expectations of a 50 basis point reduction [1] - Economist Ed Yardeni suggests that Powell may adopt a more cautious stance, akin to an "owl," rather than being strictly hawkish or dovish [1] Group 2: Economic Indicators - Yardeni predicts that inflation may be higher than expected and employment data may outperform expectations before the September meeting [1] - This potential economic performance could lead the Federal Reserve to be more careful in its decision-making process [1]