强于预期的劳工报告无疑让许多人感到意外，但同样，只要通胀持续下降，并且工资没有开始回升，美联储仍有望降息，这对股市是有利的。消费者信心指数上升至 79.0，而上个月为 78.8， 未来一年通胀预期（也是该报告的一部分）维持在 2.9% 不变，与上个月相同，符合市场共识。
市场已经火热起来。 在经历了令人窒息的 11 月和 12 月之后，一月迎来了光明， ”二月应该是一个持续” 会守下去吗？尽管如此，考虑到四年美国总统周期的统计趋势，这一切都不足为奇，心理因素。
到底美联储JP对一些问题的原话是什么，看看以下：
❓ Is inflation dead? “I wouldn’t go quite so far as that. We’re making good progress, [but] the job is not done. Restoring price stability means inflation is low and predictable and people don’t have to think about it in their daily lives.”
❓Why not cut the rates now? “Well, we have a strong economy and feel like we can approach the question of when to begin to reduce interest rates carefully. Growth is going on at a solid pace. The labor market is strong: 3.7% unemployment. And inflation is coming down.”
❓What is it you’re looking at? “It’s not that the data aren’t good enough. We just want to see more good data along those lines. It doesn’t need to be better than what we’ve seen, or even as good. It just needs to be good. And so, we do expect to see that. And that’s why almost every single person on the Federal Open Market Committee believes that it will be appropriate for us to reduce interest rates this year.”
❓What’s the danger of moving too soon? “Danger of moving too soon is that the job’s not quite done and that the really good readings we’ve had for the last six months somehow turn out not to be a true indicator of where inflation’s heading.”
❓What is the danger of moving too late? “Policy would be too tight and that could easily weigh on economic activity and on the labor market.”
❓Are you committed to getting all the way to 2% before you cut the rates? “No, no. That’s not what we say at all, no. We’re committed to returning inflation to 2% over time. I’ve said that we wouldn’t wait to get to 2% to cut rates.”
❓Is the national debt a danger to the economy in your review? “In the long run, the U.S. is on an unsustainable fiscal path. The U.S. federal government is on an unsustainable fiscal path. And that just means that the debt is growing faster than the economy. So, it is unsustainable. I don’t think that’s at all controversial. And I think we know that we have to get back on a sustainable fiscal path.”
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