Odaily星球日报讯 太平洋投资管理公司(PIMCO)表示,等待特朗普政策明朗化之际,美联储将在“可预见的未来”保持利率不变,甚至可能加息。 PIMCO 首席投资官丹•伊瓦辛表示,他预计美联储将保持利率稳定,直到“数据方面或政策方面更加明朗”。“从长期来看,特朗普出台的许多政策可能对经济增长(和)生产率产生非常、非常积极的影响。有些政策从长期来看可能有意义,但在短期内会带来一些压力。” 伊瓦辛表示,美联储加息“当然有可能”,尽管这不是他的基准设想。他指出,最近几项调查显示,消费者通胀预期(通常是一个领先指标)有所上升。“从通胀的角度来看,我们还没有走出困境。”(FT)
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