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07-30

$SoFi Technologies Inc.(SOFI)$ 这么跌回去了，还好我在24多卖了

02-20

利好还是利空？

美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险

01-24

从来不碰中丐股

01-23

$特斯拉(TSLA)$ 特斯又拉了一裤兜

01-21

$特斯拉(TSLA)$ 特斯拉了一裤兜

2024-12-18

$美光科技(MU)$ ChatGPT 这么说的

2024-11-25

珍爱生命，远离中丐股

2021-03-23

$嘉楠科技(CAN)$今天走势怎么说？

2020-10-20

$开心汽车(KXIN)$这是开始崩了吗$开心汽车(KXIN)$

2020-10-15

$蔚来(NIO)$买蔚来去了

2020-10-09

$安派科生物医学科技(ANPC)$这股换手率太低了，卖都卖不掉

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"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a> 这么跌回去了，还好我在24多卖了","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a> 这么跌回去了，还好我在24多卖了","text":"$SoFi Technologies Inc.(SOFI)$ 这么跌回去了，还好我在24多卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462054805254584","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405414186070504,"gmtCreate":1740002303448,"gmtModify":1740002305398,"author":{"id":"3558990346406919","authorId":"3558990346406919","name":"肥电","avatar":"https://static.tigerbbs.com/c873d6c9cf7ab0872137acc75c6cda28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558990346406919","authorIdStr":"3558990346406919"},"themes":[],"htmlText":"利好还是利空？","listText":"利好还是利空？","text":"利好还是利空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405414186070504","repostId":"2512643489","repostType":2,"repost":{"id":"2512643489","kind":"highlight","pubTimestamp":1739998929,"share":"https://www.laohu8.com/m/news/2512643489?lang=&edition=full","pubTime":"2025-02-20 05:02","market":"us","language":"zh","title":"美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2512643489","media":"华尔街见闻","summary":"美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。　　美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。","content":"<html><head></head><body><blockquote><p>美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。</p></blockquote><p style=\"text-align: justify;\"><strong>要点：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。</p></li><li><p style=\"text-align: justify;\">与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。</p></li><li><p style=\"text-align: justify;\">会议纪要也提到，对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。</p></li><li><p style=\"text-align: justify;\">官员们还讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。</p></li></ul><p style=\"text-align: justify;\">美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。总体来看，会议纪要并未改变市场对美联储政策走向的预期。</p><p style=\"text-align: justify;\">美联储周三公布的1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降，并对美国总统特朗普的关税政策可能对通胀带来的影响表示担忧。</p><h2 id=\"id_1022513920\">与会者：通胀改善后再降息</h2><p style=\"text-align: justify;\">在1月会议上，联邦公开市场委员会（FOMC）一致决定维持关键政策利率不变。会议纪要显示，在做出这一决定时，与会成员讨论了特朗普新政府可能带来的影响，包括有关关税的讨论以及减少监管和税收的潜在影响。委员会指出，相较于降息前的政策环境，目前的货币政策“明显不那么紧缩”，这使得成员们有时间在采取进一步行动前评估经济形势。</p><p style=\"text-align: justify;\">与会者表示，目前的政策提供了“时间来评估经济活动、劳动力市场和通胀的变化前景”，绝大多数成员认为，美联储当前政策立场仍具有一定的紧缩性。会议纪要表示：</p><blockquote><p style=\"text-align: justify;\">“<strong>与会者指出，只要经济仍然接近最大就业水平，他们希望在采取进一步调整联邦基金利率目标区间之前，看到通胀进一步下降的进展。”</strong></p><p style=\"text-align: justify;\">“许多与会者指出，如果经济保持强劲且通胀仍然高企，委员会可以将政策利率维持在限制性水平。”</p></blockquote><p style=\"text-align: justify;\">官员们指出，他们担心财政政策变化可能会导致通胀维持在美联储目标之上。</p><h2 id=\"id_4124153105\">美联储：特朗普政策让通胀存在上行风险</h2><p style=\"text-align: justify;\">目前，美国总统特朗普已经实施了一些关税政策，但最近几天，他威胁要进一步扩大关税范围。</p><p style=\"text-align: justify;\">在周二与记者的谈话中，特朗普表示，他正在考虑对汽车、制药和半导体行业征收25%的关税，并将在今年内逐步加速实施。尽管他没有详细说明，但这些关税措施将使贸易政策进入新阶段，并在当前通胀有所缓解但仍高于美联储2%目标的情况下，进一步推高价格水平。</p><p style=\"text-align: justify;\">会议纪要显示，FOMC成员提到，</p><blockquote><p style=\"text-align: justify;\">“潜在贸易和移民政策变化的影响，以及强劲的消费者需求。多个地区的商业联系人表示，<strong>企业将尝试将潜在关税导致的更高投入成本转嫁给消费者。”</strong></p></blockquote><p style=\"text-align: justify;\">他们进一步指出：</p><blockquote><p style=\"text-align: justify;\">“<strong>通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。”</strong></p></blockquote><p style=\"text-align: justify;\">自1月会议以来，大多数美联储官员在谈及政策走向时均保持谨慎态度。大多数人认为，当前利率水平允许他们有充足时间来评估如何推进政策调整。</p><p style=\"text-align: justify;\">除了美联储官员通常关注的就业和通胀问题，特朗普的财政和贸易政策计划也为决策增加了复杂性。</p><p style=\"text-align: justify;\">在对关税和通胀的担忧之外，会议纪要也提到，“对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。”</p><p style=\"text-align: justify;\">许多经济学家认为，特朗普计划实施的关税将加剧通胀，<strong>尽管美联储决策者表示，他们的政策反应将取决于这些关税是否仅带来一次性的价格上涨，还是会引发更深层次的通胀压力，从而需要采取政策应对。</strong></p><p style=\"text-align: justify;\">近期的通胀指标表现不一，1月份消费者价格指数（CPI）涨幅超出预期，而批发价格指数（PPI）则显示供应链上的价格压力有所减弱。</p><p style=\"text-align: justify;\">美联储主席鲍威尔普遍避免对关税可能带来的影响进行猜测。然而，其他官员已经表达了担忧，并承认特朗普的措施可能影响货币政策，可能会进一步推迟降息。</p><p style=\"text-align: justify;\">目前，美联储的基准隔夜拆借利率目标区间为4.25%-4.5%。根据期货市场的定价，投资者目前预计2025年将有一次降息，甚至可能进行第二次降息，下一次降息可能会在7月或9月进行。</p><h2 id=\"id_1455144254\">新美联储通讯社：或放缓甚至暂停缩表</h2><p style=\"text-align: justify;\">华尔街见闻文章称，有“新美联储通讯社”的华尔街日报记者Nick Timiraos表示，美联储1月会议纪要显示，官员们在上个月的会议上讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，他们面临着提高联邦债务上限所带来的复杂问题。</p><p style=\"text-align: justify;\">Timiraos指出，与债务上限相关的市场动态，可能导致美联储负债端的储备金（reserves）出现大幅波动。自2022年年中以来，美联储一直在缩减其资产负债表，以逆转新冠疫情期间的宽松货币政策QE。不过，缩表过程最终将耗尽银行系统的储备金，而美联储官员们目前尚不确定这一过程要持续多久。</p><p style=\"text-align: justify;\">他指出，美国财政部将如何管理其现金余额所引发的货币市场波动，可能会使美联储确定正确的储备平衡的能力复杂化。</p><p style=\"text-align: justify;\">因此，根据会议纪要，官员们在1月会议上认为，“考虑暂停或放缓资产负债表的缩减，直到债务上限问题得到解决可能是合适的”。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 05:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741459><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。要点：美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741459\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3741459","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512643489","content_text":"美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。要点：美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。会议纪要也提到，对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。官员们还讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。总体来看，会议纪要并未改变市场对美联储政策走向的预期。美联储周三公布的1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降，并对美国总统特朗普的关税政策可能对通胀带来的影响表示担忧。与会者：通胀改善后再降息在1月会议上，联邦公开市场委员会（FOMC）一致决定维持关键政策利率不变。会议纪要显示，在做出这一决定时，与会成员讨论了特朗普新政府可能带来的影响，包括有关关税的讨论以及减少监管和税收的潜在影响。委员会指出，相较于降息前的政策环境，目前的货币政策“明显不那么紧缩”，这使得成员们有时间在采取进一步行动前评估经济形势。与会者表示，目前的政策提供了“时间来评估经济活动、劳动力市场和通胀的变化前景”，绝大多数成员认为，美联储当前政策立场仍具有一定的紧缩性。会议纪要表示：“与会者指出，只要经济仍然接近最大就业水平，他们希望在采取进一步调整联邦基金利率目标区间之前，看到通胀进一步下降的进展。”“许多与会者指出，如果经济保持强劲且通胀仍然高企，委员会可以将政策利率维持在限制性水平。”官员们指出，他们担心财政政策变化可能会导致通胀维持在美联储目标之上。美联储：特朗普政策让通胀存在上行风险目前，美国总统特朗普已经实施了一些关税政策，但最近几天，他威胁要进一步扩大关税范围。在周二与记者的谈话中，特朗普表示，他正在考虑对汽车、制药和半导体行业征收25%的关税，并将在今年内逐步加速实施。尽管他没有详细说明，但这些关税措施将使贸易政策进入新阶段，并在当前通胀有所缓解但仍高于美联储2%目标的情况下，进一步推高价格水平。会议纪要显示，FOMC成员提到，“潜在贸易和移民政策变化的影响，以及强劲的消费者需求。多个地区的商业联系人表示，企业将尝试将潜在关税导致的更高投入成本转嫁给消费者。”他们进一步指出：“通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。”自1月会议以来，大多数美联储官员在谈及政策走向时均保持谨慎态度。大多数人认为，当前利率水平允许他们有充足时间来评估如何推进政策调整。除了美联储官员通常关注的就业和通胀问题，特朗普的财政和贸易政策计划也为决策增加了复杂性。在对关税和通胀的担忧之外，会议纪要也提到，“对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。”许多经济学家认为，特朗普计划实施的关税将加剧通胀，尽管美联储决策者表示，他们的政策反应将取决于这些关税是否仅带来一次性的价格上涨，还是会引发更深层次的通胀压力，从而需要采取政策应对。近期的通胀指标表现不一，1月份消费者价格指数（CPI）涨幅超出预期，而批发价格指数（PPI）则显示供应链上的价格压力有所减弱。美联储主席鲍威尔普遍避免对关税可能带来的影响进行猜测。然而，其他官员已经表达了担忧，并承认特朗普的措施可能影响货币政策，可能会进一步推迟降息。目前，美联储的基准隔夜拆借利率目标区间为4.25%-4.5%。根据期货市场的定价，投资者目前预计2025年将有一次降息，甚至可能进行第二次降息，下一次降息可能会在7月或9月进行。新美联储通讯社：或放缓甚至暂停缩表华尔街见闻文章称，有“新美联储通讯社”的华尔街日报记者Nick Timiraos表示，美联储1月会议纪要显示，官员们在上个月的会议上讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，他们面临着提高联邦债务上限所带来的复杂问题。Timiraos指出，与债务上限相关的市场动态，可能导致美联储负债端的储备金（reserves）出现大幅波动。自2022年年中以来，美联储一直在缩减其资产负债表，以逆转新冠疫情期间的宽松货币政策QE。不过，缩表过程最终将耗尽银行系统的储备金，而美联储官员们目前尚不确定这一过程要持续多久。他指出，美国财政部将如何管理其现金余额所引发的货币市场波动，可能会使美联储确定正确的储备平衡的能力复杂化。因此，根据会议纪要，官员们在1月会议上认为，“考虑暂停或放缓资产负债表的缩减，直到债务上限问题得到解决可能是合适的”。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396031558385792,"gmtCreate":1737709748862,"gmtModify":1737709752096,"author":{"id":"3558990346406919","authorId":"3558990346406919","name":"肥电","avatar":"https://static.tigerbbs.com/c873d6c9cf7ab0872137acc75c6cda28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558990346406919","authorIdStr":"3558990346406919"},"themes":[],"htmlText":"从来不碰中丐股","listText":"从来不碰中丐股","text":"从来不碰中丐股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396031558385792","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395667234140328,"gmtCreate":1737623834285,"gmtModify":1737623835508,"author":{"id":"3558990346406919","authorId":"3558990346406919","name":"肥电","avatar":"https://static.tigerbbs.com/c873d6c9cf7ab0872137acc75c6cda28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558990346406919","authorIdStr":"3558990346406919"},"themes":[],"htmlText":"<a 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05:02","market":"us","language":"zh","title":"美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2512643489","media":"华尔街见闻","summary":"美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。　　美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。","content":"<html><head></head><body><blockquote><p>美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。</p></blockquote><p style=\"text-align: justify;\"><strong>要点：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。</p></li><li><p style=\"text-align: justify;\">与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。</p></li><li><p style=\"text-align: justify;\">会议纪要也提到，对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。</p></li><li><p style=\"text-align: justify;\">官员们还讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。</p></li></ul><p style=\"text-align: justify;\">美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。总体来看，会议纪要并未改变市场对美联储政策走向的预期。</p><p style=\"text-align: justify;\">美联储周三公布的1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降，并对美国总统特朗普的关税政策可能对通胀带来的影响表示担忧。</p><h2 id=\"id_1022513920\">与会者：通胀改善后再降息</h2><p style=\"text-align: justify;\">在1月会议上，联邦公开市场委员会（FOMC）一致决定维持关键政策利率不变。会议纪要显示，在做出这一决定时，与会成员讨论了特朗普新政府可能带来的影响，包括有关关税的讨论以及减少监管和税收的潜在影响。委员会指出，相较于降息前的政策环境，目前的货币政策“明显不那么紧缩”，这使得成员们有时间在采取进一步行动前评估经济形势。</p><p style=\"text-align: justify;\">与会者表示，目前的政策提供了“时间来评估经济活动、劳动力市场和通胀的变化前景”，绝大多数成员认为，美联储当前政策立场仍具有一定的紧缩性。会议纪要表示：</p><blockquote><p style=\"text-align: justify;\">“<strong>与会者指出，只要经济仍然接近最大就业水平，他们希望在采取进一步调整联邦基金利率目标区间之前，看到通胀进一步下降的进展。”</strong></p><p style=\"text-align: justify;\">“许多与会者指出，如果经济保持强劲且通胀仍然高企，委员会可以将政策利率维持在限制性水平。”</p></blockquote><p style=\"text-align: justify;\">官员们指出，他们担心财政政策变化可能会导致通胀维持在美联储目标之上。</p><h2 id=\"id_4124153105\">美联储：特朗普政策让通胀存在上行风险</h2><p style=\"text-align: justify;\">目前，美国总统特朗普已经实施了一些关税政策，但最近几天，他威胁要进一步扩大关税范围。</p><p style=\"text-align: justify;\">在周二与记者的谈话中，特朗普表示，他正在考虑对汽车、制药和半导体行业征收25%的关税，并将在今年内逐步加速实施。尽管他没有详细说明，但这些关税措施将使贸易政策进入新阶段，并在当前通胀有所缓解但仍高于美联储2%目标的情况下，进一步推高价格水平。</p><p style=\"text-align: justify;\">会议纪要显示，FOMC成员提到，</p><blockquote><p style=\"text-align: justify;\">“潜在贸易和移民政策变化的影响，以及强劲的消费者需求。多个地区的商业联系人表示，<strong>企业将尝试将潜在关税导致的更高投入成本转嫁给消费者。”</strong></p></blockquote><p style=\"text-align: justify;\">他们进一步指出：</p><blockquote><p style=\"text-align: justify;\">“<strong>通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。”</strong></p></blockquote><p style=\"text-align: justify;\">自1月会议以来，大多数美联储官员在谈及政策走向时均保持谨慎态度。大多数人认为，当前利率水平允许他们有充足时间来评估如何推进政策调整。</p><p style=\"text-align: justify;\">除了美联储官员通常关注的就业和通胀问题，特朗普的财政和贸易政策计划也为决策增加了复杂性。</p><p style=\"text-align: justify;\">在对关税和通胀的担忧之外，会议纪要也提到，“对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。”</p><p style=\"text-align: justify;\">许多经济学家认为，特朗普计划实施的关税将加剧通胀，<strong>尽管美联储决策者表示，他们的政策反应将取决于这些关税是否仅带来一次性的价格上涨，还是会引发更深层次的通胀压力，从而需要采取政策应对。</strong></p><p style=\"text-align: justify;\">近期的通胀指标表现不一，1月份消费者价格指数（CPI）涨幅超出预期，而批发价格指数（PPI）则显示供应链上的价格压力有所减弱。</p><p style=\"text-align: justify;\">美联储主席鲍威尔普遍避免对关税可能带来的影响进行猜测。然而，其他官员已经表达了担忧，并承认特朗普的措施可能影响货币政策，可能会进一步推迟降息。</p><p style=\"text-align: justify;\">目前，美联储的基准隔夜拆借利率目标区间为4.25%-4.5%。根据期货市场的定价，投资者目前预计2025年将有一次降息，甚至可能进行第二次降息，下一次降息可能会在7月或9月进行。</p><h2 id=\"id_1455144254\">新美联储通讯社：或放缓甚至暂停缩表</h2><p style=\"text-align: justify;\">华尔街见闻文章称，有“新美联储通讯社”的华尔街日报记者Nick Timiraos表示，美联储1月会议纪要显示，官员们在上个月的会议上讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，他们面临着提高联邦债务上限所带来的复杂问题。</p><p style=\"text-align: justify;\">Timiraos指出，与债务上限相关的市场动态，可能导致美联储负债端的储备金（reserves）出现大幅波动。自2022年年中以来，美联储一直在缩减其资产负债表，以逆转新冠疫情期间的宽松货币政策QE。不过，缩表过程最终将耗尽银行系统的储备金，而美联储官员们目前尚不确定这一过程要持续多久。</p><p style=\"text-align: justify;\">他指出，美国财政部将如何管理其现金余额所引发的货币市场波动，可能会使美联储确定正确的储备平衡的能力复杂化。</p><p style=\"text-align: justify;\">因此，根据会议纪要，官员们在1月会议上认为，“考虑暂停或放缓资产负债表的缩减，直到债务上限问题得到解决可能是合适的”。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储纪要：要看到通胀继续下降才能降息，但特朗普政策让通胀存在上行风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 05:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741459><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。要点：美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741459\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3741459","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512643489","content_text":"美联储1月会议纪要显示，与会官员认为，在进一步降息之前，需要看到通胀继续下降，但特朗普关税等政策让通胀存在上行风险。总体来看，会议纪要并未改变市场对美联储政策走向的预期。同时，官员们讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。要点：美联储1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降。与会者指出，通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。会议纪要也提到，对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。官员们还讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减。“新美联储通讯社”Nick Timiraos表示，这是因为在未来几个月，美联储面临着提高联邦债务上限所带来的复杂问题。美联储会议纪要称，能在经济强劲时维持限制性的政策，希望在调整利率前看到进一步取得通胀进展。总体来看，会议纪要并未改变市场对美联储政策走向的预期。美联储周三公布的1月会议纪要显示，美联储官员在1月份会议上达成共识，认为在进一步降息之前，需要看到通胀继续下降，并对美国总统特朗普的关税政策可能对通胀带来的影响表示担忧。与会者：通胀改善后再降息在1月会议上，联邦公开市场委员会（FOMC）一致决定维持关键政策利率不变。会议纪要显示，在做出这一决定时，与会成员讨论了特朗普新政府可能带来的影响，包括有关关税的讨论以及减少监管和税收的潜在影响。委员会指出，相较于降息前的政策环境，目前的货币政策“明显不那么紧缩”，这使得成员们有时间在采取进一步行动前评估经济形势。与会者表示，目前的政策提供了“时间来评估经济活动、劳动力市场和通胀的变化前景”，绝大多数成员认为，美联储当前政策立场仍具有一定的紧缩性。会议纪要表示：“与会者指出，只要经济仍然接近最大就业水平，他们希望在采取进一步调整联邦基金利率目标区间之前，看到通胀进一步下降的进展。”“许多与会者指出，如果经济保持强劲且通胀仍然高企，委员会可以将政策利率维持在限制性水平。”官员们指出，他们担心财政政策变化可能会导致通胀维持在美联储目标之上。美联储：特朗普政策让通胀存在上行风险目前，美国总统特朗普已经实施了一些关税政策，但最近几天，他威胁要进一步扩大关税范围。在周二与记者的谈话中，特朗普表示，他正在考虑对汽车、制药和半导体行业征收25%的关税，并将在今年内逐步加速实施。尽管他没有详细说明，但这些关税措施将使贸易政策进入新阶段，并在当前通胀有所缓解但仍高于美联储2%目标的情况下，进一步推高价格水平。会议纪要显示，FOMC成员提到，“潜在贸易和移民政策变化的影响，以及强劲的消费者需求。多个地区的商业联系人表示，企业将尝试将潜在关税导致的更高投入成本转嫁给消费者。”他们进一步指出：“通胀前景存在上行风险，特别是与会者提到了贸易和移民政策可能发生变化的影响。”自1月会议以来，大多数美联储官员在谈及政策走向时均保持谨慎态度。大多数人认为，当前利率水平允许他们有充足时间来评估如何推进政策调整。除了美联储官员通常关注的就业和通胀问题，特朗普的财政和贸易政策计划也为决策增加了复杂性。在对关税和通胀的担忧之外，会议纪要也提到，“对经济前景存在相当大的乐观情绪，部分原因是市场预期政府监管的放松或税收政策的变化。”许多经济学家认为，特朗普计划实施的关税将加剧通胀，尽管美联储决策者表示，他们的政策反应将取决于这些关税是否仅带来一次性的价格上涨，还是会引发更深层次的通胀压力，从而需要采取政策应对。近期的通胀指标表现不一，1月份消费者价格指数（CPI）涨幅超出预期，而批发价格指数（PPI）则显示供应链上的价格压力有所减弱。美联储主席鲍威尔普遍避免对关税可能带来的影响进行猜测。然而，其他官员已经表达了担忧，并承认特朗普的措施可能影响货币政策，可能会进一步推迟降息。目前，美联储的基准隔夜拆借利率目标区间为4.25%-4.5%。根据期货市场的定价，投资者目前预计2025年将有一次降息，甚至可能进行第二次降息，下一次降息可能会在7月或9月进行。新美联储通讯社：或放缓甚至暂停缩表华尔街见闻文章称，有“新美联储通讯社”的华尔街日报记者Nick Timiraos表示，美联储1月会议纪要显示，官员们在上个月的会议上讨论了是否放缓或暂停其近6.8万亿美元资产组合的缩减，因为在未来几个月，他们面临着提高联邦债务上限所带来的复杂问题。Timiraos指出，与债务上限相关的市场动态，可能导致美联储负债端的储备金（reserves）出现大幅波动。自2022年年中以来，美联储一直在缩减其资产负债表，以逆转新冠疫情期间的宽松货币政策QE。不过，缩表过程最终将耗尽银行系统的储备金，而美联储官员们目前尚不确定这一过程要持续多久。他指出，美国财政部将如何管理其现金余额所引发的货币市场波动，可能会使美联储确定正确的储备平衡的能力复杂化。因此，根据会议纪要，官员们在1月会议上认为，“考虑暂停或放缓资产负债表的缩减，直到债务上限问题得到解决可能是合适的”。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396031558385792,"gmtCreate":1737709748862,"gmtModify":1737709752096,"author":{"id":"3558990346406919","authorId":"3558990346406919","name":"肥电","avatar":"https://static.tigerbbs.com/c873d6c9cf7ab0872137acc75c6cda28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558990346406919","authorIdStr":"3558990346406919"},"themes":[],"htmlText":"从来不碰中丐股","listText":"从来不碰中丐股","text":"从来不碰中丐股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396031558385792","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395667234140328,"gmtCreate":1737623834285,"gmtModify":1737623835508,"author":{"id":"3558990346406919","authorId":"3558990346406919","name":"肥电","avatar":"https://static.tigerbbs.com/c873d6c9cf7ab0872137acc75c6cda28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558990346406919","authorIdStr":"3558990346406919"},"themes":[],"htmlText":"<a 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