【机构：美联储的政策将与通胀交织在一起】金十数据1月30日讯，Penn共同资产管理公司的投资组合经理George Cipolloni表示，FOMC声明最初被解读为比预期的鹰派，他们将花一些时间看看通胀会发生什么。这可能不是世界上最糟糕的主意，因为美联储不想超调。在我看来，美联储去年降息100个基点有点超额。我们将美联储的政策与通胀交织在一起，同时也必须将其与新政府及其新政策交织在一起。新政府的一些政策看起来确实有点通胀，或者至少可能有点通胀。因此，美联储在这方面保持耐心是有道理的。但是，特朗普不会喜欢这种反应和语气，尽管目前感觉这是正确的做法。
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