美联储理事 Jefferson 谈美国经济与货币政策
Jefferson, The U.S. Economy and Monetary Policy
Fed Governor Jefferson said the U.S. economy may continue to show resilience and add employment, extending a six-and-a-half-year expansion, but inflation is too high and risks are tilted to the upside. He mentioned that PCE rose by 3.4% year-on-year in August, core inflation was more moderate, and the FOMC raised the federal funds rate target range by 25 basis points to 3-3/4% to 4% last month. Future policy adjustments will depend on data, outlook and the balance of risks.
The Fed governor's remarks highlighted that the risk of rising inflation remains at the core of policy, while the resilience of the job market provides room for continued tightening. For gold, the high inflation environment brings certain support, but uncertainty about the path of interest rates may amplify fluctuations. Traders need to focus on how subsequent PCE and employment data affect the balance of risks and tightening expectations.
原文给出了美联储理事对通胀上行风险和就业大致平衡的判断，并说明上月加息后政策将依赖数据与风险平衡。
来源：Federal Reserve Speeches · federalreserve.gov