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纽约梅隆:美联储进一步紧缩的紧迫性已有所下降

2026-07-06 05:56

Odaily Planet Daily News Jeff, senior macro strategist at the Bank of New York Mellon, pointed out that the softening of U.S. labor data and improvements in inflation data have reduced the urgency for further tightening by the Federal Reserve. However, this has not resolved whether the growth slowdown is under control or whether policy expectations have been overadjusted. He stated: "The global narrative is becoming less unified." In the U.S., the question is whether the Federal Reserve can remain patient without the risk of inflation resurging; in Europe, the focus of discussion is shifting from emergency inflation management to issues such as economic growth, fiscal credibility, and defense financing. (Jinshi)