早上前财长萨默斯在CNN节目中表示,他认为在联储下猛药应对通胀之际,美国经济陷入衰退几乎不可避免。
下午前财联储会主席的Ben Bernanke表示,他认为联储会仍然可以找到“软着陆”的方式应对通胀,避免经济陷入衰退。
Former Federal Reserve Chair Ben Bernanke said Fed leaders could pull off a so-called soft landing as long as supply-side inflation pressure improves.
“The US economy today is a mixed bag,” he said on CNN’s “Fareed Zakaria GPS” on Sunday. “A recession is possible. Economists are very bad at predicting recessions, but I think the Fed has a decent chance, a reasonable chance of what Jay Powell calls a ‘soft-ish landing.”’
Such a scenario could look like no recession or a very mild recession that brings down the hottest US inflation in 40 years, Bernanke said. He pointed to political support for an independent Fed and expressed hope that supply chains will improve and that oil and food prices will stabilize or moderate.
The strong US labor market is one element suggesting that “with some luck, and if the supply side improves, the Fed can get inflation down without imposing the kind of costs we saw in the early ‘80s,” Bernanke said.
个人认为,拜登政府必须要有动作。改变能源政策,调和地缘政治,力阻经济衰退才能配合FED的缩水和加息。光下猛药只会拖垮美国经济。目前唯一的亮点就是就业市场依旧有温度。
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