近日,联储二号人物Brainard以及三号人物Williams在缄默期前发表演讲,主席Powell也将在这两天发表演讲。虽然笔者认为近期市场已经渐渐对美联储的货币政策紧缩有所“脱敏”,但正常的跟踪还是有必要做的,至少我们可以在演讲中获取一些新的措辞信息。
先来看Brainard的演讲:
In addition, to the extent that the lower elasticity of supply we have seen recently could become more common due to challenges s...