今晚最新：美联储官员Kashkari表态，打脸狗剩Jan Hatzius臆想

 

多头不要对周五10AM的Powell's Jackson Hole speech抱有幻想。

https://www.bloomberg.com/news/articles/2022-08-23/kashkari-says-very-clear-fed-needs-to-tighten-monetary-policy#:~:text=Federal%20Reserve%20Bank%20of%20Minneapolis,Club%20of%20Minnesota%20in%20Minneapolis.

Kashkari Says ‘Very Clear’ Fed Needs to Tighten Monetary Policy
-- Minneapolis Fed chief seeks ‘compelling evidence’ on prices
-- Says strong dollar could mute inflation, impact policy

ByMatthew Boesler and Alister Bull
August 23, 2022 at 7:39 PM EDT
Updated onAugust 23, 2022 at 8:49 PM EDT

Federal Reserve Bank of Minneapolis President Neel Kashkari said US inflation is very high and the central bank must act to bring it back under control.

【宏观解读】FED官员Neel Kashkari 放鹰 指联储局「显而易见」必须收紧货币政策

明尼亚波利斯联储银行总裁Neel Kashkari表示，美国通胀非常高，美国联储局必须采取行动将其重新控制，储局必须收紧货币政策 It's very clear。

Kashkari 指当通胀为8%或9%时，通胀预期可能失序，且有造成非常差结果的风险。他表示最大的担忧是若储局误读潜在的通胀程度及持续性，那么可能需要一段时间才能弄清楚，然后不得不比现在想像的更加鹰派，采取更激进的加息措施来控制通胀。

根据联储局的贴现利率（discount rate）会议纪录显示，两名地区储备银行总裁曾经支持加息4码的建议，包括Neel Kashkari 以及圣路易斯联储银行总裁 James Bullard（两个大鹰派）。