BlockBeats 消息，4 月 11 日，美联储卡什卡利发表讲话称：尚未看到长期通胀预期上升的证据。投资者可能认为，如果贸易逆差下降，美国的投资吸引力将减弱。投资者偏好转变的说法或许是可信的。美元走弱表明投资者偏好正在转变。我认为我们距离新冠疫情期间看到的市场状况还有很长的路要走，最终有能力管理其中一些过渡性过程，可以平滑部分失衡问题。我们无法确定收益率最终会在哪里稳定下来，只能平滑这种变化。
CPI 数据显示出许多积极信号，关税的影响表明通货膨胀将再次上升，关税推高了通胀，降低了经济活动。经济前景在很大程度上取决于关税谈判的进展情况以及进展的速度。如果通胀问题持续拖延，可能需要更长时间才能达到降低利率所需的舒适水平。我认为美联储或财政部的干预应当仅在不得已的情况下进行，应谨慎采取可能表明美联储在降低通胀方面承诺减弱的措施。美联储拥有提供更多流动性的工具。(金十)
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