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美联储副主席杰斐逊:贸易政策仍存在很大不确定性,需要时间评估

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2025-04-03 20:15:26

美联储副主席杰斐逊对特朗普关税政策影响保持谨慎态度,暗示经济增长或受抑制



周四,美联储副主席菲利普·杰斐逊(Philip Jefferson)在公开讲话中拒绝详细说明特朗普政府提出的全面关税政策将如何影响其对美国经济和货币政策前景的评估。然而,这位央行高官的言论似乎暗示了对潜在经济增速放缓的担忧。



"当前贸易领域仍存在显著不确定性,这种不确定性自然会对家庭消费意愿和企业投资决策产生抑制作用,"杰斐逊在回应有关贸易政策影响的问题时表示。他强调,美联储决策层正在全面评估包括贸易、财政、移民和监管等在内的所有新政策的综合影响。



杰斐逊特别指出:"在当前复杂的经济环境下,我们需要审慎考量这些政策的潜在连锁反应。"这一表态被市场解读为美联储可能采取更为谨慎的政策立场。



对投资者的潜在影响:

1. 政策不确定性可能加剧市场波动

2. 经济增长放缓预期或抑制风险资产表现

3. 美联储鸽派倾向可能利好债券市场

4. 防御性板块可能获得更多关注

5. 美元汇率波动性或将增大

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