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good start
克鲁格曼:沃什“没说的”比“说了的”更重要
我们得到了一位正常的美联储主席。"克鲁格曼认为,沃什未暗示降息、未提缩表且放弃替代通胀指标,展现出未迎合政治压力的传统鹰派立场。最大矛盾在于:沃什强调短期利率是核心工具、反对非常规政策,而财政部贝森特同期推进的长债购买计划实质上正是量化宽松。

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