围绕美国加息幅度和路径的一些争论

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

WSJ依然是这方面最主要的报道媒体。支持尽快大幅加息的人核心论点是通胀压力依然巨大,杜德利认为加息0.75是加息1和0.5之间的平衡,按照他的意见,最好直接加息1%;

“My sense is that the Fed has decided to do 75 basis points rather than 50 basis points because of the data we’ve gotten over the last week or so showing higher inflation and maybe some more disturbing news on inflation expectations,” former New York Fed President William Dudley said at The Wall Street Journal CFO Network event on Tuesday.

 

Mr. Dudley said that the same arguments for a 0.75-percentage-point rate rise could be used to make the case for a one-percentage-point increase “because if you decide that the speed of getting there is just as important as the level that you’re going to get to, then why not get there faster?”

 

而另外一个派别则主张继续加息0.5个百分点,这一方面是符合之前联储一贯的立场和方式,如果改为加息0.75,会给市场带来困惑,会让市场觉得陷入了某种危机,从而进一步放大恐慌情绪。

 

Some warned that the central bank, by having rece

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