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美联储4月14日观察:古尔斯比表示,高油价可能推迟降息,甚至可能推迟到2027年。

-- 芝加哥联储主席奥斯坦·古尔斯比(无投票权)表示,高油价可能迫使联邦公开市场委员会(FOMC)在2026年剩余时间内维持当前的政策利率。 近期值得关注的评论: (4月8日)3月17日至18日FOMC会议纪要显示,各方对政策路径的意见持续存在分歧,尤其是在伊朗冲突的背景下。大多数人预计未来某个时候会进一步降息,但也有一些人不太确定。 (4月7日)美联储副主席菲利普·杰斐逊(有投票权)表示,能源价格上涨使通胀前景蒙上阴影。目前的通胀率已经高于FOMC的目标,并且似乎难以逆转。他补充说,货币政策目前处于有利地位,可以等待更多信息,然后再考虑调整政策利率。 (4月7日)芝加哥联储主席奥斯坦·古尔斯比(非投票成员)表示,他担心伊朗冲突对通胀的影响,以及冲突可能导致经济放缓。 (4月6日)克利夫兰联储主席贝丝·哈马克(投票成员)表示,她认为联邦公开市场委员会(FOMC)在考虑降息之前应维持利率不变一段时间,但她补充说,如果通胀持续高企或进一步上升,下一步可能是加息。 (4月2日)达拉斯联储主席洛里·洛根(投票成员)表示,伊朗冲突增加了经济前景的不确定性,但她认为目前的货币政策立场是合适的,可以根据需要做出反应。 (4月1日)圣路易斯联储主席阿尔贝托·穆萨莱姆(非投票成员)表示,他可以根据实际情况支持降息或加息,但他补充说,他认为目前的政策设置将在一段时间内保持合适。

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