Nick Timiraos 8/2 X post

On Wednesday, Powell said a 50 basis point cut wasn't something Fed officials wanted to start with. But he said "something that looks like a more significant downturn ... would be something that we would have the intention of responding to."

现在说50 basis point有可能，是不是意味这他们觉得 behind the curve, risk of more significant downturn？ 

 

所有跟帖： 

• please read his X post this Friday, reason clearly articulated -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 12:39:00

• 谢谢，是下面这篇吗？ -aloevera- ♀ (1612 bytes) () 09/15/2024 postreply 13:05:05

• yes. also an earlier post that explains about PCE -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 13:14:00

• the fact that the actual inflation is lower than what CPI showed -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 13:14:00

• So if PCE is forecasted to be cooler faster -aloevera- ♀ (61 bytes) () 09/15/2024 postreply 14:16:11

• Fed通过Nick传达的信息是：A:通胀比公开的数据更温和所以加大利度加息可以承收 B：虽然现在经济并无明显衰退信号，但可能巳经 -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 16:40:00

• 所以Nick最后说Fed需要明确阐明他们降息50的理由，以至于不引起市场负面反应 -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 16:42:00

• 我一般不理会这些华姐的烟雾弹，但Nick历史上还是准确性非常高的 -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 16:44:00

• 我其实就是担心fed觉得已经behind the curve -aloevera- ♀ (140 bytes) () 09/15/2024 postreply 17:15:38

• he also posted formular today on how to estimate PCE -三心三意- ♂ (0 bytes) () 09/15/2024 postreply 13:15:00

• 谢谢，看了 -aloevera- ♀ (0 bytes) () 09/15/2024 postreply 14:30:49