就在刚刚，美联储对外宣布了，美联储鲍尔森表示，如果通胀出现飙升，美联储将不得不采取行动，实现2%通胀率非常重要

Core Viewpoint - The Federal Reserve's recent comments on inflation indicate a serious concern about rising prices, with a specific focus on maintaining the 2% inflation target, which has been a long-standing policy goal since 2012 [3][5][9] Inflation Indicators - The core PCE inflation rate, a key indicator monitored by the Federal Reserve, peaked at over 5% in 2023 but has since decreased to 3.9% as of August [3] - The Consumer Price Index (CPI) showed a decline from 9.1% in June 2022 to 3.7% in September 2023, yet essential items like food, housing, and healthcare continue to rise [5] Market Sentiment and Expectations - Public expectations for inflation remain high, with a survey indicating a 3.6% expectation for the next year, suggesting a lack of confidence in returning to the 2% target [5] - Market reactions to Federal Reserve signals have shown volatility, with the probability of interest rate hikes increasing from 15% to over 30% in early October [7] Monetary Policy Actions - The Federal Reserve has raised interest rates to a range of 5.25% to 5.50%, the highest level in 22 years, which increases borrowing costs for consumers and businesses [7] - The total credit card debt in the U.S. surpassed $1 trillion in Q2 2023, indicating significant financial pressure on consumers [7] Economic Challenges - The Federal Reserve faces a dilemma between managing rising debt levels among consumers and businesses and controlling inflation, which remains stubbornly high [9] - The potential for further interest rate hikes or balance sheet reduction could tighten market liquidity, impacting economic growth [11] External Factors - Ongoing trade issues, particularly between the U.S. and China, and rising international oil prices are contributing to inflationary pressures, complicating the Federal Reserve's policy decisions [5][9]