2022年几乎每次的美联储利率决议，特别是FED主席JP的讲话，总是引起美股的负面波动。那么，是投资者预测得不准、过于乐观，还是美联储JP表达含糊不清呢？我把昨天JP的原话先让大家重温：
Quote: “We need to be honest with ourselves that there’s inflation. 12-month core inflation is 6% CPI. That’s three times our 2% target. Now it’s good to see progress, but let’s just understand we have a long ways to go to get back to price stability,” Fed Chair Jerome Powell said during a press conference. “I don’t think anyone knows whether we’re going to have a recession or not, and, if we do, whether it’s going to be a deep one or not. It’s just – it’s not knowable… The historical record cautions strongly against prematurely loosening policy. We will stay the course, until the job is done.”
JP的表达直接、清楚、易懂，没有任何含糊不清！言下之意是：
1）不要自欺欺人，那一点点缓和，完全不足以忽视如此高的通货膨胀。
2）离降通胀的目标，远着呢。
3）经济衰退不是美联储担心的，衰退的影响，远远没有通货膨胀带来的价钱混乱的影响所造成的伤害可怕，价钱不稳定，没有经济发展可言，更谈不上创造财富。
4）美联储的货币紧缩政策，不会变，继续加息直到通货膨胀率降到目标 （目前看是起码3%）
