BlockBeats 消息,3 月 11 日,“美联储传声筒”Nick Timiraos 在《华尔街日报》发表文章称,过去一年,美国经济政策制定者一直专注于实现所谓的“软着陆”,即在不出现经济衰退的情况下降低通胀。现在,“一组新的飞行员”正在考虑修正航向,他们自己也承认,这可能会使经济走向硬着陆。
最近几天,美国总统特朗普及其高级顾问对贸易不确定性导致私营部门投资受挫的风险上升表现出漠不关心的态度。他们认为,在支出和招聘方面可能需要“解毒”,股票价值下跌并不令人担忧,而且通胀可能在短期内上升。
一些分析师警告说,特朗普的信息可能反映了一种战略努力,即改善该国与贸易伙伴讨价还价的态势,让债券投资者和美联储瞠目结舌,从而保持降息的倾向。特朗普冲动的行为已经促使欧洲当局采取措施,增加经济刺激和国防开支。
分析师们说,过去两周的情况表明,特朗普不可能因为市场大跌而改变路线,这将帮助重置华尔街的预期。Piper Sandler 公司美国政策研究主管安迪-拉佩里尔(Andy Laperriere)说:“他所做的一切都在告诉我们,他不是在开玩笑。在关税问题上,他从骨子里相信这一点。”
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