金色财经|Feb 04, 2026 02:56
[Analyst: Monetary Policy Missteps Could Lead to Dollar Depreciation, Steepening Yield Curve Highlights Inflation Risks]
According to a report by Jinse Finance, Lazard CEO Peter Orszag stated at The Wall Street Journal's 'Invest Live' event that the Federal Reserve perhaps should not have cut interest rates late last year. While the market generally believes inflation is declining, he predicts that inflation could unexpectedly rise this year. He added that artificial intelligence and high-income consumers might boost U.S. economic growth, describing this growth momentum as 'fragile but strong.' He also pointed out that much of the impact of tariffs has yet to materialize, which could further drive up inflation. He believes the Federal Reserve is behind the curve and should not have cut rates late last year. 'If we are correct, all of this will only further exacerbate inflation, lead to further depreciation of the dollar, and steepen the yield curve.' (Jin10)
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