首页 > 快讯 > 正文

美联储理事沃勒:如果出现显著的经济放缓,我倾向于更早和更大幅度地降息

clock
2025-04-14 17:20:19

美联储理事沃勒重磅发声:新关税政策或成美国经济"数十年最大冲击"



美联储理事克里斯托弗·沃勒(Christopher Waller)近日发表重要观点,指出新实施的关税政策可能是"数十年来对美国经济影响最大的冲击之一"。这一表态引发市场高度关注,以下是关键分析:



通胀影响路径分析:

- 高关税情景(25%平均税率):通胀可能在5%水平见顶

- 中等关税情景(10%税率):通胀峰值或降至3%

- 沃勒强调,关税引发的通胀压力预计将是"暂时的"



就业与产出冲击:

- 持续高关税可能导致失业率攀升至5%

- 对经济产出和就业市场的负面影响可能持续较长时间



货币政策应对方案:

- 大规模关税情景:倾向于"更早、更大幅度"降息

- 中等关税情景(低于10%):支持有限货币政策回应

- 较小关税影响:可能维持耐心,下半年再考虑降息



政策不确定性警示:

- 部分关税暂缓措施扩大了政策结果的不确定性

- 美联储需要保持高度政策灵活性

- 通胀预期仍稳定,预计2026年回归温和水平



当前经济评估:

- 现行货币政策已显著抑制经济活动

- 潜在通胀趋势继续呈现温和下行态势



对投资者的影响分析:

1. 市场波动预警:政策不确定性可能加剧资产价格波动

2. 利率敏感型资产:需关注不同关税情景下的货币政策路径差异

3. 行业配置:高关税敏感行业(如制造业、零售业)风险上升

4. 长期布局:2026年通胀预期为长期投资者提供参考锚点

5. 灵活应对:建议投资者建立多种情景下的应对预案

Web3 桌面交易工具
了解币圈信息快人一步

7x24 快讯

10:52 2025-04-24
Data: An address holding about 13.29 million USDTs has been frozen
According to Whale Alert, an address holding 13,292,752 USDTs has just been frozen.
10:49 2025-04-24
Initia has launched on the mainnet and opened INIT airdrop applications
The full-chain Rollup L1 network Initia announced that the mainnet has been launched and the Initia (INIT) airdrop application is open for 30 days. Initia's total supply of native tokens INIT is fixed at 1 billion, of which 5% is used for airdrops. In addition, foundations account for 7.75%, protocol developers account for 15%, protocol sales account for 15.25%, and for initial CEX liquidity guidance, 6% of the total supply is allocated to Binance launch activities.
10:46 2025-04-24
OZK broke through $0.003 in a short time, gaining 60.15% in 24 hours.
April 24th news, OZK has listed MEXC, BINGX and LBANK and other exchanges. The market shows that OZK broke through $0.003 in a short time, and is now reported at $0.002436, a 24-hour increase of 60.15%. The market fluctuates greatly. Please do a good job in risk control.
10:46 2025-04-24
Kuwait has declared cryptocurrency mining an illegal activity
According to Bitcoin.com, the Kuwaiti Ministry of Interior has officially declared cryptocurrency mining an illegal activity. The announcement states that cryptocurrency mining violates several laws, including the Criminal Law Amendment Act No. 31 of 1970, while placing tremendous pressure on the country's power infrastructure. The Ministry of the Interior emphasizes that unauthorized mining activities lead to excessive consumption of electricity, increase the load on public networks, and may ca...
10:40 2025-04-24
Initia mainnet launched and airdrop applications opened
Initia announced that the main network has been launched, and the application for airdrop is open. The valid period for collection is 30 days, ending at 18:00 on May 24, 2025.
10:34 2025-04-24
An address holding about 13.29 million USDT was frozen
According to Whale Alert, an address holding 13,292,752 USDTs has just been frozen.
10:34 2025-04-24
Binance Wealth Management, one-click coin buying, flash exchange, leverage, and contracts will be launched on Initia (INIT).
According to the official announcement, Binance Wealth Management, one-click buy coins, flash redemption, leverage, and contracts will be listed on Initia (INIT). Among them, Binance will convert the pre-market trading of the INITUSDT U-based perpetual contract to the standard version of the INITUSDT U-based perpetual contract at 19:00 on April 24, 2025 (East 8th District time). The transition period may be up to 1 hour.
10:19 2025-04-24
Gangya Holdings plans to raise 65 million Hong Kong dollars, 90% will be used for Web3 investment and bitcoin acquisition
On April 24th, Hong Kong-listed company Hong Kong Asia Holdings announced that it plans to issue 13.12 million Hong Kong dollars of new shares and convertible stock bonds with a total principal of 52.3776 million Hong Kong dollars, with a total proceeds of about 65 million Hong Kong dollars, of which about 57,769,518 Hong Kong dollars (accounting for about 90% of the total net proceeds) will be used to capture potential investment opportunities that may arise in the future, to explore cryptocurr...
10:04 2025-04-24
NBA star O'Neal has settled FTX investor lawsuit
NBA star O'Neal has settled a lawsuit against cryptocurrency exchange FTX investors as part of a larger $21 billion class-action lawsuit over the promotion of FTX by several celebrities. The amount and terms of the settlement, which have not been made public, will be disclosed when investors formally request preliminary court approval. According to reports, other celebrities involved in the case include Tom Brady, Gisele Bündchen, and Kevin O'Leary.
09:55 2025-04-24
A giant whale is suspected of selling 100 WBTC partial profit, worth about $9.19 million
According to @ai_9684xtpa monitoring, a giant whale address that has been long WBTC at an average price of $69,079 since July 2024 sold 100 WBTC 40 minutes ago, with a transaction value of about $9.19 million. The address still holds 1,053.79 WBTC (worth about $97.36 million) and lent 43.68 million USDT, with the remaining position floating about $24.47 million.
09:55 2025-04-24
Goldman Sachs Chief Economist: The Dollar Could Fall Further
Goldman Sachs Chief Economist Hatzius: Hit by U.S. tariff uncertainty and recession fears, the dollar will fall further.
09:49 2025-04-24
Kuwait warns against illegal cryptocurrency mining
The Kuwaiti Ministry of Interior issued a statement on April 22 declaring cryptocurrency mining illegal, saying it violates several laws in the country and puts pressure on the power infrastructure. The ban concerns laws such as the Criminal Law Amendment No. 31 of 1970, the Communications and Information Technology Regulation Law No. 37 of 2014, the Industrial Law No. 56 of 1996, and the Municipal Ordinance No. 33 of 2016. Kuwait's Ministry of Interior...