Kev nce nqi yuav "nco ntev dua" vim tias muaj ntau yam "Fed tswj tsis tau", hais tias Henry McVey. Nws yog Tus Thawj Saib Xyuas Kev Lag Luam ntawm KKR Daim Ntawv Nyiaj Txiag.
McVey cov lus hais ntawm CNBC's 'Squawk Box'
Teb Chaws Asmeskas Central Bank tau siv rau nce 75 lub hauv paus ntsiab lus nyob rau hauv cov paj laum tom qab qhov phem tshaj qhov kev cia siab CPI luam tawm rau lub Tsib Hlis. Tseem, McVey tau hais tag kis no CNBC's "Squawk Box":
Kuv xav tias cov roj yuav nyob ntev dua, tshwj xeeb tshaj yog [rau] 23 thiab 24. Yog li, peb qhov kev xav yog tias kev nce nqi yuav nyob ntev dua vim yog cov khoom lag luam, Russia kev ntxeem tau ntawm Ukraine, thiab cov khoom lag luam txwv. Cov no yog txhua yam teeb meem uas Fed tswj tsis tau.
Thawj Tswj Hwm Jerome Powell kuj tau lees paub hauv nws lub rooj sib tham xov xwm tias qee yam, qhov tseeb, tau "tawm ntawm peb txhais tes".
Cov neeg siv khoom yuav txuas ntxiv siv 'kev pabcuam'
S&P 500 qhov ntsuas swb ze li ntawm 4.0% rau 52-lub lim tiam tshiab rau hnub Thursday. Lub macro toj roob hauv pes, McVey ntxiv, yuav nyob twj ywm lub taub hau tseem ceeb rau kev lag luam cov txiaj ntsig thiab kev nthuav dav.
Peb muaj cov txiaj ntsig kev lag luam poob qis 5.0% xyoo tom ntej. Qhov kev pom zoo yog nce 9.0%. Phab ntsa Street xav tias 85% ntawm cov tuam txhab lag luam yuav muaj qhov nce ntxiv. Kuv tsis xav tias qhov ntawd yuav tshwm sim nyob rau hauv kev nce nqi rov qab uas peb tau pom.
Ib txoj haujlwm uas nws xav tias yuav "boom" mus tom ntej yog "kev pabcuam". FOMC cov tswv cuab tam sim no cia siab tias Asmeskas kev lag luam loj hlob los ntawm 1.7% tsuas yog piv rau lawv cov kev kwv yees yav dhau los rau kev loj hlob ntau dua 2.8% xwb.
Tus ncej Henry McVey ntawm kev nce nqi: 'muaj tej yam uas Fed tswj tsis tau' tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/06/16/henry-mcvey-on-inflation-there-are-things-the-fed-cant-control/