拉加德：保持通胀稳定更加艰难 评估关税行动和军费开支的影响
欧洲央行行长拉加德表示，全球贸易和欧洲国防架构的突然转变将加大保持通胀稳定的难度。拉加德周三在法兰克福的一次会议上讲话时表示，这些转变与气候变化一起构成了 “双向冲击”，使决策变得复杂。“在这个新时代维护稳定将是一项艰巨的任务，” 她表示。“这将需要我们对通胀目标保持绝对承诺，需要能够分析哪些类型的冲击将需要货币政策作出反应，并保持做出适当反应的敏捷度。”
BY 财经慢报
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
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