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分析师:别指望沃什今晚会给出前瞻指引

2026-07-01 10:13

Odaily reported that tonight, investors will once again hear from Fed Chair Christopher Waller, his second public appearance since his debut at the central bank's policy meeting two weeks ago. However, investors should not expect him to actually offer forward guidance on future monetary policy, as Waller has made it clear he wants to reduce the use of forward guidance, arguing it is not helpful to the Fed in practice. But he may provide some insights on how to assess inflation and the economy.

Krishna Guha, Head of Strategy and Economics at Evercore ISI, said: "We will be watching how he frames the inflation outlook and its drivers, including the drop in oil prices, the moderation in inflation expectations, other commodities, dollar strength, and the cost spillover effects from artificial intelligence." (Jin Shi)

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