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San Francisco Fed President Mary Daly Talks Interest Rates, Inflation, Tariff Impact
2025/6/26
Bloomberg Talks
M
Mary Daly
Mary Daly: 我认为当前的劳动力市场表现稳固，虽然增速有所放缓，但并没有出现明显的疲软迹象。我一直在密切关注通货膨胀数据，如果仅仅回顾过去的数据，我们现在就应该调整利率。然而，作为中央银行，我们必须具有前瞻性，对未来的通胀走势做出判断。我个人认为，关税可能会对通胀产生一定的影响，但这种影响应该是暂时的，不会持续累积到通胀预期中。因此，我们需要收集更多信息来判断关税的实际影响。我仍然认为，我们可以在秋季开始调整利率，但具体时机还需要根据未来的数据来决定。在制定货币政策时，我们需要同时关注充分就业和价格稳定这两个目标，确保我们的政策能够支持经济的持续健康发展。我所在的旧金山联邦储备银行辖区涵盖了美国西部九个州，我经常与这些地区的民众交流，他们最关心的是通货膨胀和就业问题，而不是华盛顿的政治动态。他们希望我们能够恢复价格稳定，并保持劳动力市场的稳定。总体而言，他们对经济前景持谨慎乐观态度。
Deep Dive
President Daly discusses the current state of the labor market, noting that while continuing claims are rising, this is likely due to the longer time it takes to find a job in a slowing economy. She emphasizes that there are no warning signs of significant weakening, and the Fed will continue to monitor the situation.
- Labor market is solid but slowing
- Continuing claims are rising, but this is consistent with slower hiring
- No warning signs of weakening
Shownotes Transcript