金十数据|7月 01, 2026 14:26
Federal Reserve Chairman Walsh: ① Employment issue - stable labor market and strong economic demand. ② Policy issue - Refusing to disclose whether there will be a rate hike in July, will be fully debated. ③ Balance Sheet - It is no secret that I hope the size of the Federal Reserve's balance sheet will shrink. ④ Forward looking guidance - will open up new paths, reiterating that no forward looking guidance will be provided, and at least in the short term, the dot matrix will still be retained. ⑤ Inflation issue - both inflation expectations and inflation risks have decreased in recent weeks; The Federal Reserve is committed to reducing the inflation rate to its target level of 2%. ⑥ Reform issues - there may be news about the appointment of heads of various working groups next week. I hope to achieve policy formulation based on real-time data within one year. ⑦ Artificial Intelligence - Artificial intelligence has led to a surge in capital expenditures and a significant increase in demand. At present, there is not enough information to determine whether it is inflationary. Bank of England Governor Bailey: ① Inflation issue - energy prices have fallen. ② Forward looking guidance - Forward looking guidance becomes quite tricky after a period of time. ③ Employment issues - economic activity, labor market slowdown; The output gap is widening. ④ Balance Sheet - We hope to remove interest rate risk from the central bank's balance sheet. ⑤ There is no consensus on whether artificial intelligence creates or eliminates employment. ⑥ Policy issue - currently not considering interest rate cuts. The policy has already been tightened without raising interest rates. European Central Bank President Lagarde: ① Economic issues - Europe is not in a stagflation state. ② Artificial Intelligence - Europe and the United States are interdependent in the field of artificial intelligence. ③ Forward looking guidance - My only regret is being constrained by forward looking guidance in the past. ④ Inflation issue - the risks facing inflation and economic growth in the eurozone are now more balanced than a few weeks ago. Bank of Canada Governor MacLehose: ① Economic issues - Canada's economy is weak. The stock valuation appears to be too high. ② Inflation issue - inflation is significantly higher than the target. We will maintain stable inflation expectations. ③ The balance sheet of the Bank of Canada has returned to a new stable state. ④ Artificial Intelligence - When the AI driven inflation downturn will begin remains an unresolved issue. In the short term, we see an increase in computer prices. ⑤ Policy issue - We are at the lower limit of the neutral interest rate range, roughly at an appropriate level that can curb inflation. Be prepared to take action when the situation changes.
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