安联首席指责美联储又“迟到”：犯了和通胀飙升时期一样的错误-美股-金融界

Group 1 - Allianz's chief economic advisor, Mohamed El-Erian, criticized the Federal Reserve for not lowering interest rates in a timely manner amid economic slowdown, similar to its previous delay in raising rates during inflation spikes [1] - El-Erian believes the Fed should have cut rates in July but missed the opportunity due to Chairman Powell's narrow view of the labor market, ignoring underlying weaknesses [1] - The August employment report showed only 22,000 jobs added, significantly below market expectations, raising concerns about a potential recession [2] Group 2 - El-Erian warned that the Fed's wait for labor market data to support rate cuts is risky, as unemployment could rise rapidly, exacerbating economic challenges [2] - Moody's chief economist Mark Zandi noted that ongoing inflation makes it difficult for the Fed to implement a significant easing cycle to rescue the economy [2] - JPMorgan's global strategist David Kelly stated that historical evidence suggests rate cuts do not effectively stimulate economic growth, cautioning against reliance on the Fed for economic recovery [2][3]