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機構:經濟差點軟著陸後,美聯儲現在又面臨新的滯脹威脅

2025-03-20 09:23:05

ChainCatcher 消息,在美國經濟幾乎陷入軟著陸之後,美聯儲現在卻面臨著一系列更令人擔憂的情況。GSFM 投資策略顧問 Stephen Miller 表示,通脹在回落;利率在下降;債券收益率將會下降,所有這些都導致了股市繁榮。

他補充稱,現在美聯儲的預測已轉向輕微滯脹情景,但仍有很多地方可能出錯。暫時性通脹可能持續存在,而且有理由認為持續存在的風險目前很高。隨著各國政府採取保護主義措施,商品市場全球化的倒退加劇了價格壓力,美國通脹的結構性趨勢正朝著不利的方向發展。移民限制和嬰兒潮一代退出勞動力市場也將加劇通脹。他補充稱,目前美國經濟衰退的可能性約為 50%。

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