美联储官员放话：通胀若"走错方向"，加息将重回台面，2026年GDP增长预期2.4%

Group 1 - The core viewpoint expressed by the Atlanta Fed President Bostic is that if inflation worsens, the Federal Reserve does not rule out the possibility of tightening monetary policy again [1] - Bostic indicated that the current neutral interest rate may be 0.25 to 0.5 percentage points lower than the current policy rate, suggesting that the Fed's rates are still in a restrictive range [1] - He provided economic growth forecasts, predicting a GDP growth of 2.4% in 2026 and 2.1% in 2027, with a return to trend levels in 2028, while noting that significant fiscal stimulus is on the way, which could exert inflationary pressure [1] Group 2 - Bostic's statements align with recent signals from within the Federal Reserve, as the January monetary policy meeting minutes revealed clear divisions regarding the interest rate path [2] - Some participants at the meeting supported a "two-way" approach in forward guidance to reflect the possibility of rate hikes amid persistent inflation, while most warned that progress towards the 2% inflation target may be slower and more uneven than expected [2] - The Federal Reserve maintained the federal funds rate target range at 3.50% to 3.75% during the January meeting, ending a series of three consecutive rate cuts [2]