Kev tshaj tawm nom tswv Targeting Inflation ua ntej Kev xaiv tsa nruab nrab tuaj yeem yuam Fed kom khaws cov nqi nce siab: Goldman Sachs

Tojsiab

Tsoom Fwv Teb Chaws Reserve's "qhov siab tshaj plaws" rau qhov kev cia siab ntawm kev nce nqi tuaj yeem tshwm sim los ntawm kev cuam tshuam ntawm kev tshaj tawm nom tswv uas xav tias yuav nthuav tawm cov neeg siv khoom nce siab ua ntej kev xaiv tsa nruab nrab lub Kaum Ib Hlis, cov kws tshuaj ntsuam ntawm Goldman Sachs ceeb toom rau hnub Friday, ntxiv tias lub tuam txhab nyiaj hauv tuam txhab. tej zaum yuav xav tias "yuav tsum tau" kom nce mus txog qib aggressively.

Cov Lus Tseem Ceeb

Nrog rau kev xaiv tsa nruab nrab lub Kaum Ib Hlis, kev nce nqi ntawm cov neeg siv khoom yuav yog qhov teeb meem tseem ceeb rau cov neeg xaiv tsa - tshwj xeeb yog qhov kev cia siab nyiaj txiag mus sij hawm ntev tau nce siab nyob rau lub hlis tsis ntev los no, raws li kev tshawb fawb ntawm cov neeg siv khoom xav tau tshaj tawm los ntawm University of Michigan rau hnub Friday.

Lub caij no, Tsoom Fwv Teb Chaws Reserve saib cov kev cia siab nyiaj txiag mus sij hawm ntev ze, thiab siv nws nyob rau hauv nws. kev txiav txim siab ua ntej lub hlis no kom nce cov paj laum los ntawm 75 lub hauv paus ntsiab lus-tus loj tshaj plaws nce txij li thaum 1994.

Lub tuam txhab nyiaj hauv tuam txhab "kev tawm tsam muaj zog" rau cov ntaub ntawv qhia tau hais tias "qhov kev nkag siab ntau ntxiv rau kev nce siab ntxiv hauv kev cia siab nyiaj txiag," nrog rau Fed yuav sim thiab ntsuas qhov kev nce ntxiv ntxiv, cov kws tshuaj ntsuam ntawm Goldman Sachs tau hais hauv tsab ntawv tsis ntev los no.

Dab tsi ntxiv, nrog kev nce nqi siab ntawm lub siab rau cov neeg xaiv tsa, nws yuav ua rau muaj txiaj ntsig zoo hauv kev tshaj tawm nom tswv ua ntej kev xaiv tsa nruab nrab - thiab kev cia siab nyiaj txiag "tau muaj keeb kwm cuam tshuam txog kev nom kev tswv," cov kws tshuaj ntsuam tau sau.

Kev tshaj tawm nom tswv kev tshaj tawm qhia txog kev nce nqi ntawm cov neeg siv khoom yuav zoo li "pab" qhov kev cia siab ntawm kev nce nqi thiab ua rau lawv siab dua rau xyoo 2022, lub tuam txhab tau kwv yees, sau tseg tias cov ntaub ntawv pov npav qhia tias Republicans npaj siab los piav txog kev nce nqi raws li "qhov muaj kev pheej hmoo loj" rau Democrats.

"Qhov kev tawm tsam los ntawm kev tshaj tawm nom tswv" tuaj yeem ua rau Fed cov neeg ua haujlwm xav tias "yuav tsum teb rau lub zog" mus rau nruab nrab qhov kev cia siab nyiaj nce mus ntev los ntawm kev nce nqi ntau dua, cov kws tshuaj ntsuam Goldman tau hais.

Tseem Ceeb:

"Lub voj voog kev nom kev tswv yav tom ntej yuav yog li ntawd yuav ua rau muaj kev nce nqi siab ntawm lub siab, thiab cov neeg siv khoom tuaj yeem teb rau cov lus tshaj tawm no los ntawm kev hloov kho qhov kev cia siab nyiaj txiag ntau dua," raws li Goldman cov kws tshuaj ntsuam. "Vim li ntawd, peb pom qhov kev tawm tsam yav tom ntej ntawm kev lag luam tsom mus rau kev tshaj tawm nom tswv uas ntxiv rau kev pheej hmoo tias Fed tuaj yeem txuas ntxiv nruj nruj txawm tias kev lag luam poob qis heev."

Dab Tsi Los Saib:

Nrog rau Asmeskas cov pa roj nce mus txog ze li $ 5 ib nkas loos nyob rau lub hli tsis ntev los no, cov nqi nce ntxiv tau yog "tus neeg tsav tsheb tseem ceeb" tom qab qhov kev cia siab ntawm kev nce nqi nce ntxiv, Goldman cov kws tshuaj ntsuam tau hais. Lub tuam txhab kwv yees qhov nce ntxiv ntawm cov khoom noj thiab roj nqi ua ntej, tshwj xeeb yog tias cov nqi roj nce siab dua, ob qho tib si tuaj yeem ua rau cov neeg siv khoom xav tau ntxiv.

Tangent:

Lub khw lag luam tau muaj qhov tsis txaus ntseeg 2022 thaum muaj kev nce nqi nce ntxiv thiab nce cov paj laum, nrog rau qhov ntsuas S&P 500 poob ntau dua 20% los ntawm nws cov ntaub ntawv siab rau hauv thaj chaw lag luam dais. Looming midterm kev xaiv tsa nyob rau lub Kaum Ib Hlis - nrog Republicans vam tias yuav yeej rov qab tswj hwm ntawm Pawg Neeg Sawv Cev lossis Senate - tseem yuav ntxiv. tsis paub meej ntxiv mus rau qhov sib tov. Keeb kwm, qhov txiaj ntsig zoo tshaj plaws rau kev lag luam yeej ib txwm nyob hauv tus thawj tswj hwm ywj pheej khaws cia los ntawm kev sib cais lossis tag nrho Republican Congress, raws li ib qho tsom xam by Forbes ua ntej lub xyoo no. S&P 500 tau nce los ntawm qhov nruab nrab ntawm 13.6% thaum tus thawj tswj hwm ywj pheej tswj hwm kev sib cais ntawm Congress, thaum tus thawj tswj hwm ywj pheej ua haujlwm nrog koom nrog Republican Congress pom qhov nce 13% nruab nrab.

Nyeem ntxiv:

Powell hais tias Fed yuav txuas ntxiv cov nqi nce mus txog thaum muaj 'cov pov thawj ua pov thawj' tias kev nce nqi qeeb (Forbes)

Cov khoom lag luam poob tom qab Powell tau cog lus ntau dua tus nqi nce siab los tiv thaiv kev nce nqi (Forbes)

Dow dhia 300 Cov ntsiab lus tom qab Powell hais tias Fed tuaj yeem nce nqi los ntawm 75 Cov ntsiab lus tseem ceeb dua thaum Lub Xya Hli (Forbes)

Nov yog Yuav Ua Li Cas Kev Lag Luam Reacted Lub Sijhawm Kawg Fed Hked Tus Nqi Los Ntawm 75 Cov Ntsiab Cai (Forbes)

Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/06/24/political-ads-targeting-inflation-ahead-of-midterm-elections-could-force-the-fed-to-keep- hiking-rates-goldman-sachs/