
美联储票委为 “一年期通胀预期反弹至 4.3%” 降温:长期通胀预期仍然被锚定
Chicago Federal Reserve President Goolsbee (who will have FOMC voting rights in 2025): The U.S. January non-farm payroll report is "solid."
We are in a state of full employment to some extent.
Wage growth is roughly in line with the 2% (inflation target).
Long-term inflation expectations remain firmly anchored.
(Tariffs initiated by U.S. President Trump) may "distort" supply chains.
One-time tariffs are a temporary (inflation) shock.
(Retaliatory measures from other countries against the U.S.) will complicate the impact of (Trump's) tariffs
