美联储博斯蒂克:如果通胀走势“走错方向”并开始上升,美联储将不得不把加息选项摆到台面上
Sou Hu Cai Jing·2026-02-21 01:45
Group 1 - The core viewpoint is that the Federal Reserve's neutral interest rate may be 0.25 to 0.5 percentage points lower than the current policy rate, indicating potential for future interest rate hikes if inflation trends upward [1] - The projected GDP growth for the United States is 2.4% in 2026, 2.1% in 2027, and a return to trend levels in 2028, suggesting a gradual economic recovery [1] - Significant fiscal stimulus is expected to have an expansionary effect on the economy, but it may also exert upward pressure on inflation [1]