以下文章来源于金十财经 ，作者金十小金 金十财经 . 每日8点，为您呈上金融投资行业的国际动态、财经数据和市场观察。 这位财政部长表示，"我们理解美国民众正在承受痛苦。"物价水平"已经变得非常高"，他将此 归咎于拜登政府。他认为，通胀现在"开始回落"，部分原因在于租金的下降——而他认为，租 金的上涨是由无证移民的激增所驱动的。 尽管一些经济学家指出，最近的CPI报告可能因联邦政府在10月和11月初停摆期间让员工休假 而存在测量问题，但贝森特表示，他认为"这是一个相当准确的数字"。他说，尽管包括能源在 内的一些分项指数出现上涨，但可观测的实时数据显示它们正在下降。 来源 | 金十财经 美国财政部长斯科特·贝森特（Scott Bessent）支持这样一种观点： 一旦美国可持续地将物 价涨幅控制回2%的水平，就应重新考虑美联储的2%通胀目标。 "一旦我们回到2%——我认为这一目标已近在眼前——我们就可以展开讨论： 设定一个目标 区间是否更为明智？ "贝森特在《All-In Podcast》的访谈中表示，"待我们重新'锚定'该目标 后，便可讨论是否采用区间制。" 贝森特在12月22日发布的这次访谈中建议， 相关讨论或 ...

Core Insights - The Boston Federal Reserve's research report indicates that the sharp rise in U.S. household inflation expectations poses a greater risk to the Federal Reserve's ability to achieve its 2% inflation target compared to previous instances [1] - Unlike during the pandemic, the current rise in inflation expectations is not primarily driven by food and energy prices, significantly increasing the likelihood of sustained inflation expectations above policy targets [1] Group 1 - The report, authored by Boston Fed researchers Philippe Andrade and Michael Wicklein, analyzes data from the University of Michigan's consumer survey [1] - Current inflation expectations are more similar to the situation in the late 1970s, where inflation rates surged but the correlation between expected and actual price changes was weak, leading the Fed to initiate aggressive rate hikes to restore credibility [1] - The report highlights that the inflation expectation surge in the early 1970s and during the pandemic was largely explained by sharp increases in energy and food prices, but the current rise in expectations is not closely tied to price increases [1] Group 2 - Researchers warn that the inability to explain the rise in expectations through short-term price fluctuations suggests a significant increase in the risk of inflation expectations becoming "unanchored," similar to the late 1970s [1] - However, the report emphasizes that, at present, these risks remain within a controllable range [1]