Group 1: Monetary Policy Insights - The President of the St. Louis Federal Reserve, Musalem, believes there is little reason to further loosen monetary policy in the short term, as the Fed's policy rate is at a "near-neutral" level, neither stimulating nor significantly restraining the economy [1][6] - Musalem estimates the current real policy rate, excluding inflation, to be around 1%, indicating that a shift to a clearly accommodative stance is not wise at this time [1][6] - He supports the Fed's decision to cut rates in December and expects the U.S. economy to grow at or slightly above its potential growth rate this year [1][6] Group 2: Inflation and Economic Outlook - Richmond Fed President Tom Barkin described the December inflation data as "encouraging," noting that inflation typically rises significantly at the beginning of the year, and he hopes for moderate inflation levels in the coming months [2][7] - The Consumer Price Index (CPI) for December showed a year-on-year increase of 2.7%, which Barkin found reassuring as it did not rebound as some had anticipated [2][7] - Barkin emphasized the delicate balance of the current economic situation, with inflation above target but not accelerating, and unemployment rates remaining stable [2][7] Group 3: Labor Market Trends - Musalem highlighted a decline in the proportion of companies planning to hire employees this year, while the percentage of firms intending to reduce their workforce has increased [1][6]
邦达亚洲:日本央行加息预期降温 美元日元突破159.00
Xin Lang Cai Jing·2026-01-14 09:48