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鲍威尔发出政策转向信号:货币政策变革的时机已到

在堪萨斯城联储在杰克逊霍尔举行的年度会议上,鲍威尔在备受期待的讲话中表示,“政策调整的时机已经到来。随后美国股市随着飙升,标准普尔500指数上涨近1%,收盘于5634点。” 

(标准普尔500指数日线图) 

他表示已做好降低利率的准备,主要的原因是因为劳动力市场正在降温。鲍威尔有信心美联储能够为美国经济实现软着陆,并认为通胀正在逐步回归2%的可持续路径。他提到劳动力市场明显放缓,以及就业率的风险增加,所以强调美联储不会容忍其进一步恶化。 

“我们不允许劳动力市场条件面临进一步的降温” 鲍威尔说道,并承诺将在确保物价稳定的同时,保持着强劲的劳动力市场。在鲍威尔的发言后,市场预计到2025年底,美联储的政策利率将处于3.00%-3.25%的区间,比当前水平低2个百分点以上。 

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