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鲍威尔 4 月 16 日讲话要点汇总:关税的影响可能更持续,加密货币逐渐成为主流
币圈吹哨人
币圈吹哨人
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加密之眼
04-17 04:18
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鲍威尔 4 月 16 日讲话要点总结: 1. 利率前景:不确定性高企;目前处于良好立场,等待更明确的信号再考虑调整政策立场。 2. 经济前景:美国经济依然“稳健”,一季度进口强劲造成拖累,GDP 可能较去年增速有所放缓。 3. 通胀前景:关税的影响可能更持续,料推高通胀;3 月 PCE 年率预计为 2.3%,核心 PCE 为 2.6%。 4. 就业市场:整体保持平衡;科研资金投入减少料将对就业造成重大影响;失业率预计会上升。 5. 关税影响:迄今为止的关税加征幅度远超预期;政策仍在不断调整,影响仍高度不确定。 6. 加密货币:逐渐成为主流,需要建立稳定币的法律框架;银行监管料将出现“部分放宽”。 7. 独立性:美联储的独立性是法律赋予的;美联储将不会受到政治压力的影响。 8. 其他:别期待美联储出手救市;如果出现美元短缺,美联储准备向全球央行提供流动性。 9. 市场反应:美指下挫后震荡反弹,随后再次下跌;美股持续走低,纳指跌近 4%,黄金小幅爬升。
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