Fed yuav tsum ua ob yam los tsim kom muaj kev ntseeg siab dua, Allianz's El-Erian hais tias

Txawm hais tias tam sim no nws tau tsim kev sib txuas lus ntau dua rau kev ua lag luam, lub Tsoomfwv Meskas Kev Ruaj Ntseg yuav tsum ua ob yam ntxiv los tsim kom muaj kev ntseeg siab dua, raws li Mohamed El-Erian, tus kws tshaj lij nyiaj txiag rau Allianz.

Fed Thawj Tswj Hwm Jerome Powell ntaus lub suab nrov nrov thaum nws hais lus ntawm Jackson Hole kev sib tham txog nyiaj txiag lub lim tiam dhau los, txhawb nqa lub tuam txhab nyiaj hauv tuam txhab kev cog lus rau kev nruj kev cai tswj hwm nyiaj txiag txhawm rau txhawm rau txhim kho kev nce nqi, thiab ceeb toom tias Asmeskas kev lag luam yuav ntsib "qee qhov mob" hauv cov txheej txheem.

Ua ntej tsim cov lus ruaj khov nyob rau lub hlis tsis ntev los no - nrog kev nce nqi ntawm 40-xyoo siab - Powell thiab lwm tus neeg ua haujlwm Fed tau tawm tsam los coj kev lag luam zoo, tom qab lees txais qhov txhaum rau qhov kev kwv yees tsis raug thoob plaws xyoo 2021 tias kev nce nqi yuav yog "kev hloov pauv."

El-Erian hais rau CNBC's Steve Sedgwick ntawm Ambrosetti Forum rau hnub Friday tias "Fed ntau tus tub ceev xwm rov hais dua nws, ntau lub khw tau muab nqi rau nws, tab sis nws feem ntau yog cov nyiaj tau los ruaj khov rau tam sim no uas tau them nqi rau nws," 

"Lwm cov kev lag luam tau cia siab tias peb nyob rau lub sijhawm sib tw, tsis yog hauv qhov kuv xav tias yog kev ntseeg ntau dua thiab muaj tswv yim."

Allianz's El-Erian: Inflation means markets can no longer hold the Fed hostage

El-Erian tau muab Fed credit rau kev tsim cov lus meej thiab zoo ib yam, tab sis tau hais tias nws yuav tsum ua ob yam ntxiv txhawm rau muab nws cov kev taw qhia kev ntseeg siab los ntawm qhov no.

"Ib qho yog piav qhia rau lub khw vim li cas nws tau txais nws qhov kev tshuaj ntsuam tsis raug thiab nws tau ua dab tsi txog nws lub peev xwm kwv yees," nws hais. 

“Thiab qhov thib ob, hloov nws lub moj khaum. Nco ntsoov, peb tseem muaj lub moj khaum uas yog rau lub ntiaj teb ntawm kev xav tau tsis txaus thiab peb nyob hauv lub ntiaj teb ntawm cov khoom tsis txaus. "

El-Erian tau hais ntxiv tias lub moj khaum tam sim no tau npaj rau ib puag ncig uas kev nce nqi tau "tsawg dhau lawm" thiab qhov uas nws xav tias yuav nyob qis rau lub sijhawm ntev. Nws tau hais tias lub tuam txhab nyiaj hauv nruab nrab xav tau lub moj khaum tshiab tag nrho.

“Nws yog lub ntiaj teb ua ntej muaj kev sib kis. Lub moj khaum no tau tshaj tawm xyoo 2021, tab sis hmoov tsis zoo nws rov qab saib, yog li peb xav tau lub moj khaum tshiab, thiab kuv tsis xav tias tib neeg yeej paub tias lub hauv paus tswj hwm tseem ceeb npaum li cas, "nws hais. 

"Yog vim li cas, thaum kuv saib ntawm Fed, kuv hais tias lawv tau ua tau zoo ntawm ib yam tab sis muaj ob yam ntxiv uas lawv yuav tsum tau ua yog tias lawv cov kev taw qhia rau pem hauv ntej yog los lo."

Txog thaum kev nce nqi nce mus txog 40-xyoo siab, El-Erian tau hais tias kev ua lag luam tau "tswj Fed tus neeg ua haujlwm rau lub sijhawm ntev," txiav tawm qhov nws xav tau los ntawm cov neeg tsim cai lij choj cov lus sib xyaw ntawm qhov nrawm thiab ntsuas ntawm txoj cai tswj hwm nyiaj txiag nruj.

"Thaum koj coj tus nqi nce nqi ntawm 8.5% dheev lub peev xwm ntawm kev ua lag luam los tuav Fed hostage dissipates. Kuv xav tias qhov ntawd yog qhov kev lag luam pib paub - qhov no tsis yog hnub qub, kev nce nqi tau hloov pauv qhov sib npaug, "nws hais.

Tau qhov twg los: https://www.cnbc.com/2022/09/02/the-fed-must-do-two-things-to-re-establish-credibility-allianzs-el-erian-says.html