Core Viewpoint - The current monetary policy of the Federal Reserve is somewhat restrictive, indicating a cautious approach to future adjustments [1] Group 1: Employment Market - The supply and demand in the U.S. labor market is gradually cooling down, suggesting a shift in employment dynamics [1] Group 2: Inflation and Tariffs - Inflation is making progress towards the 2% target when excluding tariff impacts, highlighting the ongoing efforts to manage price stability [1] - Tariffs may cause a one-time shift in prices, which could complicate the inflation outlook [1] Group 3: Future Policy Considerations - There is uncertainty regarding the amount of official data that can be obtained before the December FOMC monetary policy meeting, emphasizing the need for careful monitoring [1] - The identified risks suggest a need for a gradual approach to advancing monetary policy [1]
美联储副主席Jefferson：当前货币政策在一定程度上具有限制性。美国就业市场的供应与需求逐步降温。不清楚能在12月FOM
Sou Hu Cai Jing·2025-11-17 14:43