美联储 Musalem——加息可能还没完

中文

美联储 Musalem——加息可能还没完

加息这茬，可能还没完。据路透社报道：圣路易斯联储主席 Musalem 放话，遏制通胀"可能还需要继续加息"。他说关税、油价的供给冲击本以为是短期阵痛，结果黏性比想象强。结论：利率短期别指望降。压库存的生意，现金流里先把利息账算好再囤。

来源：Reuters（2026-09-21）

English

Rate hikes may not be done yet. Per Reuters: St. Louis Fed President Musalem says more rate hikes may be needed to tame inflation. Tariff and oil supply shocks were expected to be short-lived — they turned out stickier than expected. Bottom line: don't count on rate cuts soon. If your business holds inventory, factor the interest cost into cash flow before stocking up.

Source: Reuters（2026-09-21）